Client Wealth Planning | Financially

Client Wealth Planning on Financially. Mais do que só um App de controle de despesas, é a sua única ferramenta para org.

Data types

  • Customer
  • RecommendationAction
  • Transaction
  • Budget
  • FinancialPlan
  • BankAccount
  • CreditCard
  • CustomCategory
  • LifeEvent
  • BusinessParticipation
  • SuccessionPlan
  • InternationalAsset
  • WealthRiskAssessment
  • AcquisitionSimulation
  • IRTaxSimulation