1+
Vipakuliwa
Daraja la maudhui
Kila mtu
Picha ya skrini
Picha ya skrini
Picha ya skrini
Picha ya skrini

Kuhusu programu hii

Programu hii ya Simu ya Mkononi hukuruhusu kuona maelezo ya akaunti, mizani, utendaji na maendeleo kuelekea malengo.
Ilisasishwa tarehe
22 Jan 2025

Usalama wa data

Usalama huanza kwa kuelewa jinsi wasanidi programu wanavyokusanya na kushiriki data yako. Faragha ya data na mbinu za usalama zinaweza kutofautiana kulingana na matumizi yako, eneo ulilopo na umri wako. Msanidi programu ametoa maelezo haya na anaweza kuyasasisha kadiri muda unavyopita.
Programu hii huenda ikaruhusu aina hii ya data ikafikiwa na washirika wengine
Taarifa binafsi, Shughuli za programu na nyingine2
Programu hii huenda ikakusanya aina hizi za data
Taarifa binafsi
Data inasimbwa kwa njia fiche inapotumwa
Data haiwezi kufutwa

Vipengele vipya

- 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
Ripoti kuwa haifai

Usaidizi wa programu

Kuhusu msanidi programu
North River Wealth Advisors LLC
mike@northriverwealth.com
2404 Hamilton Ave Glenshaw, PA 15116 United States
+1 412-848-3386
Ripoti kuwa haifai