Optimize Financial 5.16.0

Optimize Financial Inc. ❘ Freeware ❘
iOS

Senaste versionen
5.16.0 Säkert att installera

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Titel:	Optimize Financial 5.16.0
Operativsystem:	iOS
License:	Freeware
Datum tillagd:	2025-12-01
Utgivare:	Optimize Financial Inc.
Omdöme:	Ladda ner klienten för att betygsätta!
Changelog:	- 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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Senaste versionen
5.16.0

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