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Pinkerton Mobile

Finance

Free

Pinkerton Mobile

by Pinkerton Retirement Specialists, LLC

v5.16.0 42 MB Universal 4+

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Description

Access your accounts on the go. Our mission is to empower you, your family, and your business to achieve your financial and life goals by serving as your most trusted advisor, and providing a level of service beyond anything you have ever experienced. For more information, please visit www.pinkertonretirement.com.

What's new (v5.16.0)

- 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