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About Marks Wealth
Private Client Portal for Marks Wealth Management
This app has many features that clients will be able to view from their cell phone or tablet. There will be more features to come in the as time goes on.
Current Features:
Custodian Statements (Schwab)
Performance Reporting
Current investment holdings
Portfolio Value
What's new in the latest 5.1.0
Last updated on Feb 4, 2021
Minor bug fixes and improvements. Install or update to the newest version to check it out!
Videos and Screenshots
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