| 开发人员: | Class VI Family Office, LLC (1) | ||
| 价格: | 免费 | ||
| 排名: | 0 | ||
| 评价: | 0 我要评价 | ||
| 列表: | 0 + 0 | ||
| 积分: | 0 + 0 ¡ | ||
| App Store | |||
说明
屏幕截图
新版变化
- 版本: 5.17.1
- 已更新:
- - 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
价格
- 今天: 免费
- 最小值: 免费
- 最大值: 免费
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- Class VI Family Office, LLC
- 平台: iOS 应用 (1)
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