EverNest Mobile
Developer: EverNest Financial Advisors
App Size: 42,9 MB
Release Date: 16. Okt. 2024
Price: FREE
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EverNest Mobile
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iPhone
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This addition to the EverNest tech allows you to stay closely connected to your EverNest client portal on the go! While not a direct replacement of the portal, this feature gives you the ability to view your accounts, performance, as well as upload and download documents at any time!
EverNest Mobile 5.16.0 Update
16. Okt. 2024 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
~EverNest Financial Advisors
~EverNest Financial Advisors
More Information about: EverNest Mobile
Price:
FREE
Version:
5.16.0
Compatibility:
Requires Erfordert iOS 13 or later
Bundle Id:
com.advisorlynx.mobileadvisor.evernest
Size:
42,9 MB
Genre:
Finance
Release Date:
16. Okt. 2024
Last Update:
16. Okt. 2024
Content Rating:
4+
Developer:
EverNest Financial Advisors
Language:
Englisch -
All Apps & Games Created by: EverNest Financial Advisors
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