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描述

Cornerstone Client Portal
This Mobile App allows you to view account information, balances and easily contact your wealth planning team.
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#1. Cornerstone Client Portal (iOS) 由: Cornerstone Wealth, LLC
#2. Cornerstone Client Portal (iOS) 由: Cornerstone Wealth, LLC
#3. Cornerstone Client Portal (iOS) 由: Cornerstone Wealth, LLC
#4. Cornerstone Client Portal (iOS) 由: Cornerstone Wealth, LLC

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

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其他資訊

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Cornerstone Client PortalCornerstone Client Portal 縮短網址: 已複製!

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