NorthStar Asset Management
NorthStar Asset Management client portal.
Developer: NorthStar Asset Management
App Size: Varies With Device
Release Date: Nov 20, 2023
Price: Free
Finance
NorthStar Asset Management
Screenshots for App
Mobile
NorthStar Asset Management client portal - performance, appraisals, documentation.
NorthStar Asset Management 5.17.0 Update
2025-01-21 Version History
- 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
~NorthStar Asset Management
- 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
~NorthStar Asset Management
More Information about: NorthStar Asset Management
Price:
Free
Version:
5.17.0
Downloads:
5
Compatibility:
Android 6.0
Bundle Id:
com.advisorlynx.mobileadvisor.northstar
Size:
Varies With Device
Last Update:
2025-01-21
Content Rating:
Everyone
Release Date:
Nov 20, 2023
Content Rating:
Everyone
Developer:
NorthStar Asset Management
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