最新バージョン
5.16.0 インストールしても安全
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: |
|
| 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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