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

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Última versión
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