| Sviluppatore: | Prosperity Advisory Group LLC (1) | ||
| Prezzo: | Gratis | ||
| Classificazioni: | 0 | ||
| Recensioni: | 0 Scrivi una recensione | ||
| Listes: | 0 + 0 | ||
| Punti: | 0 + 0 ¡ | ||
| App Store | |||
Descrizione
Important Notices and Disclosures
To use this app, you must be a registered user of the Prosperity Advisory Group, LLC client portal. To register for first time access or help resetting login credentials, please contact your advisor’s office. Please note, this app is for information reporting purposes only. To initiate transactions or to make changes to your information / accounts, please contact the advisor’s office directly. Information reported on the app does not supersede any information you receive from the reporting financial institution directly.
Securities offered through Cadaret, Grant & Co, Inc., Syracuse NY - Member FINRA and SIPC. Advisory Services offered through Prosperity Advisory Group, LLC, an SEC Registered Investment Advisor. Prosperity Advisory Group, LLC, and Cadaret, Grant & Co, Inc. are separate entities.
Screenshot
Novità
- Versione: 5.16.0
- Aggiornata:
- - 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
Prezzo
- Oggi: Gratis
- Minimo: Gratis
- Massimo: Gratis
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Sviluppatore
- Prosperity Advisory Group LLC
- Piattaforme: iOS App (1)
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- Punti: 0 + 0 ¡
- Classificazioni: 0
- Recensioni: 0
- Sconti: 0
- Video: 0
- RSS: Sottoscrivi
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Informazioni aggiuntive
Contatti
- Sito web:
https://prosperityadv.com/
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