Osborne Partners
Developer: Osborne Partners Capital Management, LLC
App Size: 42.7 MB
Release Date: Jun 2, 2021
Price: FREE
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Osborne Partners
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iPhone
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Osborne Partners clients can utilize this mobile portal to view investment portfolio information (balances, holdings, transactions).
Osborne Partners 5.16.0 Update
Jun 2, 2021 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
~Osborne Partners Capital Management, LLC
~Osborne Partners Capital Management, LLC
More Information about: Osborne Partners
Price:
FREE
Version:
5.16.0
Compatibility:
Requires Requires iOS 13 or later
Bundle Id:
com.advisorlynx.mobileadvisor.osborne
Size:
42.7 MB
Genre:
Finance
Release Date:
Jun 2, 2021
Last Update:
Jun 2, 2021
Content Rating:
4+
Developer:
Osborne Partners Capital Management, LLC
Language:
English -
All Apps & Games Created by: Osborne Partners Capital Management, LLC
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