Guide Wealth

iOS Universel / Finance

This Mobile App allows you to view account information, balances and easily contact your advisor. An existing relationship with Guide Wealth Management LLC is required to use this App.

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