NR Wealth

North River Wealth Advisors

ກ່ຽວກັບແອັບນີ້

App ໂທລະ​ສັບ​ມື​ຖື​ນີ້​ອະ​ນຸ​ຍາດ​ໃຫ້​ທ່ານ​ເພື່ອ​ເບິ່ງ​ຂໍ້​ມູນ​ບັນ​ຊີ​, ຍອດ​ເງິນ​, ການ​ປະ​ຕິ​ບັດ​, ແລະ​ຄວາມ​ຄືບ​ຫນ້າ​ໄປ​ສູ່​ເປົ້າ​ຫມາຍ​.

ມີຫຍັງໃໝ່

- 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