Parkshore corre em iOS.
Licença: | Freeware |
Data de adição: | 06/01/2025 |
Editor: | Parkshore Wealth Management |
Alterar o 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 |