Holistic Planning

Comprehensive Wealth Management, LLC

앱 정보

CWM Mobile을 사용하면 포트폴리오 가치와 할당, 명세서, 계획 문서를 쉽게 볼 수 있고 CWM 고문에게 쉽게 연락할 수 있습니다.

새로운 기능

- 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