| Title: | Parkshore 5.16.0 |
| Operating Systems: |
|
| License: | Freeware |
| Date added: | 01/06/2025 |
| Publisher: | Parkshore Wealth Management |
| Rating: | Download client to rate! |
| Changelog: |
- 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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