개발자: Class VI Family Office, LLC (1)
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순위: 0 
리뷰: 0 리뷰 작성
목록: 0 + 0
포인트: 0 + 0 ¡
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Class VI
This Mobile App allows you to view account information, balances, performance and reporting.
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#1. Class VI (iOS) 게시자: Class VI Family Office, LLC
#2. Class VI (iOS) 게시자: Class VI Family Office, LLC
#3. Class VI (iOS) 게시자: Class VI Family Office, LLC
#4. Class VI (iOS) 게시자: Class VI Family Office, LLC

새로운 기능

  • 버전: 5.17.1
  • 업데이트:
  • - 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

가격

  • 오늘: 무료
  • 최소: 무료
  • 최대: 무료
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주소록

Class VIClass VI 단축 URL: 복사됨!
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