Choice Wealth Advisors läuft unter iOS.
| Lizenz: | Freeware |
| Datum: | 09.01.2025 |
| Hersteller: | Choice Wealth Advisors, LLC |
| Änderungen: |
- 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 |
