开发人员: Precision Wealth Strategies, LLC (2)
价格: 免费
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说明

Precision Wealth Strategies
This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team
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新版变化

  • 版本: 5.16.0
  • 已更新:
  • - 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

价格

  • 今天: 免费
  • 最小值: 免费
  • 最大值: 免费
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其他信息

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