Optimize Financial 5.16.0

Optimize Financial 5.16.0

Optimize Financial Inc.  ❘ フリーウェア
iOS
最新バージョン
5.16.0
インストールしても安全
タイトル: Optimize Financial 5.16.0
オペレーティング システム:
  • iOS
ライセンス: フリーウェア
追加日: 2025/12/01
発行元: Optimize Financial Inc.
評価: クライアントをダウンロードして評価しよう!
更新ログ - 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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