| 開發人員: | Class VI Family Office, LLC (1) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| App Store | |||
描述
螢幕擷取畫面
新功能
- 版本: 5.17.1
- 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
追蹤票價
開發人員
- Class VI Family Office, LLC
- 平台: iOS 應用程式 (1)
- 清單: 0 + 0
- 點數: 0 + 0 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 0
- RSS: 訂閱
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其他資訊
聯絡人
https://www.classvipartners.com/Class VI 縮短網址: 已複製!- 🌟 分享
- App Store
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