Parkshore 5.16.0

Parkshore Wealth Management – Freeware – iOS
z 3 głosów

Najnowsza wersja
5.16.0 Sejf do zainstalowania

Tytuł:	Parkshore 5.16.0
Systemy operacyjne:	iOS
Licencja:	Freeware
Data dodania:	06.01.2025
Wydawca:	Parkshore Wealth Management
Ocena:	Pobierz klienta, aby ocenić!
Lista zmian	- 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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5.16.0

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