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This Mobile App allows you to view your current financial status, access statements, review investment performance, store important documents, or easily contact your advisor.
What's New in RISE CONSULTING
5.22.1
February 6, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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