| 개발자: | Precision Wealth Strategies, LLC (2) | ||
| 가격: | 무료 | ||
| 순위: | 0 | ||
| 리뷰: | 0 리뷰 작성 | ||
| 목록: | 0 + 0 | ||
| 포인트: | 0 + 4 (5.0) ¡ | ||
기술
새로운 기능
- 버전: 5.16.0
- 업데이트:
- - 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
가격
- 오늘: 무료
- 최소: 무료
- 최대: 무료
가격 추적
개발자
- Precision Wealth Strategies, LLC
- 플랫폼: Android 앱 (1) iOS 앱 (1)
- 목록: 0 + 0
- 포인트: 0 + 4 ¡
- 순위: 0
- 리뷰: 0
- 할인: 0
- 동영상: 0
- RSS: 구독
포인트
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http://precisionwealthstrategies.comPrecision Wealth Strategies 단축 URL: 복사됨!- 🌟 공유하기
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