Parkshore ejecuta en iOS.
| Licencia: | Freeware |
| Fecha de creación: | 06/01/2025 |
| Editorial: | Parkshore Wealth Management |
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- 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 |
