Berkeley, Inc

iOS Universel / Finance

The app allows clients of Berkeley, Inc. to view account information, balances, performance, and statements.

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