| 開發人員: | Centric Wealth Management LLC (1) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
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| App Store | |||
描述
螢幕擷取畫面
新功能
- 版本: 5.16.0
- 發佈日期:
- - 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
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
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- Centric Wealth Management LLC
- 平台: iOS 應用程式 (1)
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