The Latest Features of Myjwa
– Managed account Performance Details
– Ability to add manual accounts to portal
– Clients may now toggle to Orion related households
– Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
– Improved navigation to managed personal finances data
– Adviser and firm custom disclosures available in footer
– Document Vault improvements
– Bug Fixes
– Ability to add manual accounts to portal
– Clients may now toggle to Orion related households
– Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
– Improved navigation to managed personal finances data
– Adviser and firm custom disclosures available in footer
– Document Vault improvements
– Bug Fixes
About – Myjwa
MyJWA is a one stop personal finance app built for clients of Julius Wealth Advisors. MyJWA allows clients to view their Investment Accounts, Net Worth, Document Vault, and more all conveniently located in one app. Built on the core values of: Integrity. Knowledge. Passion. Julius Wealth Advisors is a full service fiduciary fee-only registered investment advisor offering Financial Planning, Investment Management, and Behavioral Coaching. If you are not a current client of Julius Wealth Advisors, and would like to learn more please visit our website at www.juliuswealthadvisors.com or email us at info@juliuswealth.com.
Download Myjwa – All Versions
Myjwa .APKs | Myjwa - March 25, 2025
Myjwa | Myjwa - March 25, 2025