Holistic Planning

Comprehensive Wealth Management, LLC

ስለዚህ መተግበሪያ

CWM Mobile የእርስዎን ፖርትፎሊዮ እሴቶች እና ምደባዎች፣ መግለጫዎች እና የዕቅድ ሰነዶች በቀላሉ እንዲመለከቱ እና የCWM አማካሪዎን በቀላሉ እንዲያነጋግሩ ይፈቅድልዎታል።

ምን አዲስ ነገር አለ

- 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