Última versión
5.16.0 Seguro para instalar
5.16.0 Seguro para instalar
Título: | Parkshore 5.16.0 |
Sistemas operativos: |
|
Licencia: | Freeware |
Fecha de creación: | 06/01/2025 |
Editorial: | Parkshore Wealth Management |
Calificación: | Descargar cliente para evaluar! |
Cambio de registro |
- 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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