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Clients of Encompass Advisory Services can access their investment accounts and documents from anywhere when it's convenient for them. View your personalized information, check your holdings, account balances and history, and stay connected with the market.
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What's New in Encompass Advisory
5.14.0
September 6, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
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