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5.17.1 Seguro para instalar
5.17.1 Seguro para instalar
| Título: | Chicago Partners 5.17.1 |
| Sistemas operacionais: |
|
| Licença: | Freeware |
| Data de adição: | 01/09/2025 |
| Editor: | Chicago Partners Investment Group LLC |
| Classificação: | Baixar o cliente para avaliar! |
| Alterar o Registro: |
- 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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