Parkshore 5.16.0

Parkshore Wealth Management – Freeware – iOS
out of 3 votes

Title:	Parkshore 5.16.0
Operating Systems:	iOS
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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