Free
About
Access all the features of the Semus Wealth Partners client portal from your phone. Monitor your accounts, performance, holdings and shared documents, wherever you are, whenever you want.
What's New in SWP Portal
5.14.0
September 11, 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
More
