NR Wealth

North River Wealth Advisors

關於此應用程式

此移動應用程序允許您查看帳戶信息、餘額、績效和目標進度。

新功能

- 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