TFP Mobile

iOS Universel / Finance

This app allows you to view your account information including balances, transaction history, performance, and more all in one convenient place right on your phone. You can also easily contact our office at the click of a button.

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