| Utvecklare: | Concord Wealth Partners, LLC (1) | ||
| Pris: | Gratis | ||
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| App Store | |||
Beskrivning
Skärmbilder
Nya
- Version: 5.16.0
- Uppdaterad:
- - 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
Pris
- Idag: Gratis
- Minsta: Gratis
- Maximalt: Gratis
Bevaka priser
Utvecklare
- Concord Wealth Partners, LLC
- Plattformar: iOS Appar (1)
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- Rabatter: 0
- Videor: 0
- RSS: Prenumerera
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Ytterligare information
Kontakter
- Webbplats:
https://www.concordwealthpartners.com/
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