Divergent Client Portal
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Divergent Client Portal
Divergent Client Portal

Divergent Client Portal

App Size: 42.6 MB
Release Date: May 18, 2017
Price: FREE
Price
FREE
Size
42.6 MB

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iPhone
iPhone X
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This Mobile App allows you to view account information, balances and easily contact your advisor at Divergent Planning.
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Divergent Client Portal 5.16.0 Update
May 18, 2017 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

~Divergent Planning, LLC
More Information about: Divergent Client Portal
Price: FREE
Version: 5.16.0
Compatibility: Requires Requires iOS 13 or later
Bundle Id: com.advisorlynx.mobileadvisor.divergent
Size: 42.6 MB
Genre: Finance
Release Date: May 18, 2017
Last Update: May 18, 2017
Content Rating: 4+
Developer: Divergent Planning, LLC
Language: English -

All Apps & Games Created by: Divergent Planning, LLC

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