Laatste versie
5.16.0 Veilig te installeren
5.16.0 Veilig te installeren
| Titel: | Optimize Financial 5.16.0 |
| Besturingssystemen: |
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| Licentie: | Freeware |
| Datum toegevoegd: | 01-12-2025 |
| Uitgever: | Optimize Financial Inc. |
| Beoordeling: | Download applicatie om te beoordelen! |
| Log wijzigingen: |
- 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 |
Schermafbeeldingen (Klik om te vergroten)
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