| Developer: | Waverly Advisors, LLC (1) | ||
| Price: | Free | ||
| Rankings: | 0 | ||
| Reviews: | 0 Write a Review | ||
| Lists: | 0 + 0 | ||
| Points: | 0 + 1 (5.0) ¡ | ||
| Points +1 | |||
Description
Screenshots
What's new
- Version: 5.16.0
- Updated:
- - 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
Price
- Today: Free
- Minimum: Free
- Maximum: Free
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Developer
- Waverly Advisors, LLC
- Platforms: iOS Apps (1)
- Lists: 0 + 0
- Points: 0 + 1 ¡
- Rankings: 0
- Reviews: 0
- Discounts: 0
- Videos: 0
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Additional Information
Contacts
- Website:
https://waverly-advisors.com/
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