Parkshore 5.16.0

Parkshore Wealth Management – Freeware – iOS
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Laatste versie
5.16.0 Veilig te installeren

Titel:	Parkshore 5.16.0
Besturingssystemen:	iOS
Licentie:	Freeware
Datum toegevoegd:	06-01-2025
Uitgever:	Parkshore Wealth Management
Beoordeling:	Download applicatie om te beoordelen!
Log wijzigingen:	- 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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