Última versión
5.16.0 Seguro para instalar
5.16.0 Seguro para instalar
| Título: | Optimize Financial 5.16.0 |
| Sistemas operativos: |
|
| Licencia: | Freeware |
| Fecha de creación: | 01/12/2025 |
| Editorial: | Optimize Financial Inc. |
| Calificación: | Descargar cliente para evaluar! |
| Cambio de registro |
- 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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