Serenity Mobile

Serenity Wealth Management

ስለዚህ መተግበሪያ

ይህ የሞባይል መተግበሪያ የመለያ መረጃን፣ ሒሳቦችን፣ ግብይቶችን፣ አፈጻጸምን እና አማካሪዎን በቀላሉ እንዲመለከቱ 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