This mobile application allows clients of Denver Money Manager, LLC to view their account valuations, performance, statements, and advisor commentary from their mobile device.
Add support for pushing app updates directly to the device Add period switcher to performance screen Add functionality to display unmanaged accounts on main screen Add RMD screen Add advisor website link to My Advisor screen Add Excel download option to report generator
~Orion Advisor Services, LLC
3.2.5 3.2.5
Add support for pushing app updates directly to the device Add period switcher to performance screen Add functionality to display unmanaged accounts on main screen Add RMD screen Add advisor website link to My Advisor screen Add Excel download option to report generator