Parkshore 5.16.0

Parkshore 5.16.0

Parkshore Wealth Management – Freeware – iOS
de votos 3
Última versión
5.16.0
Seguro para instalar
Título: Parkshore 5.16.0
Sistemas operativos:
  • iOS
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

Imágenes (click para ampliar)

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