Parkshore 5.16.0

Parkshore Wealth Management – Freeware – iOS
aus 3 Bewertungen

Titel:	Parkshore 5.16.0
Betriebssysteme:	iOS
Lizenz:	Freeware
Datum:	06.01.2025
Hersteller:	Parkshore Wealth Management
Bewertung:	Client herunterladen, um zu bewerten!
Änderungen:	- 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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