Finance Logix Mobile 1.0 Release Notes


Release Notes for Finance Logix Mobile 1.0

Have more questions? Submit a request


  • Avatar
    Joseph Lasquite

    How far back does the Mobile App keep transaction data. The release note says 30 days, but would it be possible for the advisor/client to review tracking info for the previous quarter or trailing year or from the inception of linking the bank accounts investments via data agg?