Serenity Mobile

Serenity Wealth Management

앱 정보

이 모바일 앱을 사용하면 계정 정보, 잔액, 거래, 실적을 보고 쉽게 고문에게 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