Holistic Planning

Comprehensive Wealth Management, LLC

关于此应用

CWM Mobile 使您可以轻松查看您的投资组合价值和分配、报表和规划文件，并轻松联系您的 CWM 顾问。

新变化

- 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