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5.16.0 Sejf do zainstalowania
5.16.0 Sejf do zainstalowania
| Tytuł: | KWB Wealth 5.16.0 |
| Systemy operacyjne: |
|
| Licencja: | Freeware |
| Data dodania: | 15.08.2025 |
| Wydawca: | KWB WEALTH |
| Ocena: | Pobierz klienta, aby ocenić! |
| Lista zmian |
- 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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