Financial Strategies Group Inc. account holder mobile application allows you to view account information, transaction, balances, and contact your advisor directly from the app.
- 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
~Financial Strategies Group, Inc.
5.17.0 5.17.0
- 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