Free
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This Mobile App is exclusively for clients of Lake Hills Wealth Management. Downloading the app allows you to view account holdings, balances, performance, and other portfolio information.
What's New in Lake Hills WM
5.14.1
October 13, 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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