Optimize Financial 5.16.0
Optimize Financial Inc. - 프리웨어Optimize Financial iOS 실행됩니다.
| 라이센스 : | 프리웨어 |
| 날자 : | 2025-12-01 |
| 제작사 : | Optimize Financial Inc. |
| 로그인 변경 |
- 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 |
