KWB Wealth 5.16.0

KWB Wealth 5.16.0

KWB WEALTH  ❘ Freeware
iOS
Ultima versione
5.16.0
Cassaforte da installare
Titolo: KWB Wealth 5.16.0
Sistemi operativi:
  • iOS
Licenza: Freeware
Data di inserimento: 15/08/2025
Editore: KWB WEALTH
Valutazione: Scarica il programma e vota!
Cambia Log - 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

Schermate (Clicca per ingrandire)

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