Parkshore 5.16.0

Parkshore 5.16.0

Parkshore Wealth Management – 프리웨어 – iOS
3 표 중
최신 버전:
5.16.0
설치 하는 안전
제목 : Parkshore 5.16.0
운영 체제:
  • iOS
라이센스 : 프리웨어
날자 : 2025-01-06
제작사 : Parkshore Wealth Management
평가 : 속도로 다운로드 클라이언트!
로그인 변경 - 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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