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5.16.0 설치 하는 안전
5.16.0 설치 하는 안전
| 제목 : | Parkshore 5.16.0 |
| 운영 체제: |
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| 라이센스 : | Freeware |
| 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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