Ameraudi
iOS Universel / Finance
View data for your Ameraudi account conveniently from your mobile device. This app allows you to monitor holdings, performance, reports and account activity.
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Quoi de neuf dans la dernière version ?
- 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
