Optimize Financial 5.16.0
Optimize Financial Inc. - FreewareOptimize Financial runs on iOS.
| License: | Freeware |
| Date added: | 12/01/2025 |
| Publisher: | Optimize Financial Inc. |
| 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 |
