開發人員: | Cornerstone Wealth, LLC (1) | ||
價錢: | 免費 | ||
排名: | 0 | ||
評測: | 0 寫評論 | ||
清單: | 0 + 0 | ||
點數: | 0 + 3 (3.7) ¡ | ||
App Store |
描述

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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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- Cornerstone Wealth, LLC
- 平台: iOS 應用程式 (1)
- 清單: 0 + 0
- 點數: 0 + 3 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 0
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