EVOadvisers Client Portal Application. Giving our clients the ability to view their account information, check balances and reports, share documents, review important client information, and contact their advisor.
Sep 15, 2023
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* Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins