Optimize Financial 5.16.0
Optimize Financial Inc. - Ücretsiz YazılımOptimize Financial iOS çalışır.
| Lisans: | Ücretsiz Yazılım |
| Yüklenme tarihi: | 01.12.2025 |
| Yayınevi: | Optimize Financial Inc. |
| Girişi değiştir |
- 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 |
