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The mobile app for Stevens Capital Partners allows clients to view their balances, positions, performance, financial plans, and even upload documents to their advisor.
What's New in Stevens Capital Partners
5.14.0
September 7, 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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