i know percent
-26%
$1.07
$0.79
Finance
Free
Private Advisory
by Private Advisory Group LLC
Screenshots
Description
Access your financial data, view a comprehensive dashboard of your finances, store documents securely, explore interactive reports, and communicate with your financial advisor – all with a user-friendly and safe mobile app.
What's new (v5.17.0)
- 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
- 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
