Choice Wealth Advisors działa na iOS.
| Licencja: | Freeware |
| Data dodania: | 09.01.2025 |
| Wydawca: | Choice Wealth Advisors, LLC |
| Lista zmian |
- 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 |
