Optimize Financial 5.16.0
Optimize Financial Inc. - FreewareOptimize Financial funziona su iOS.
| Licenza: | Freeware |
| Data di inserimento: | 01/12/2025 |
| Editore: | Optimize Financial Inc. |
| Cambia Log |
- 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 |
