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Mayelana nalolu hlelo lokusebenza

Lolu hlelo lokusebenza lweselula likuvumela ukuthi ubuke imininingwane ye-akhawunti, ibhalansi, ukusebenza, kanye nenqubekela phambili ekufezeni imigomo.
Kubuyekezwe ngo-
Jan 22, 2025

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Ukuphepha kuqala ngokuqonda ukuthi onjiniyela baqoqa futhi babelane kanjani ngedatha yakho. Ubumfihlo bedatha nezinqubo zokuphepha zingahluka kuye ngokusebenzisa kwakho, isifunda, nobudala. Unjiniyela unikeze lolu lwazi futhi angalubuyekeza ngokuhamba kwesikhathi.
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Yini entsha

- 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
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Ukusekelwa kwe-app

Iwebhusayithi
I-Imeyili yokusekela:
mike@northriverwealth.com
Inqubomgomo Yemfihlo
Mayelana nonjiniyela
North River Wealth Advisors LLC
mike@northriverwealth.com
2404 Hamilton Ave Glenshaw, PA 15116 United States
+1 412-848-3386
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