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On-the-go access to stay in touch with your advisor and planning. This Mobile App allows you to view account information, balances and easily contact your advisor.
What's New in Ryan Financial
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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