Parkshore運行在iOS上。
授權: | Freeware |
加入日期: | 2025/01/06 |
發行者: | Parkshore Wealth Management |
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 |