Free
About
This app serves as your client portal homepage, offering a comprehensive view of all relevant account information, including balances and investments.
What's New in Excelsior Wealth Management
5.14.0
September 10, 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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