Invest Titan 4+

Name: Invest Titan
Author: Titan Retirement Advisors, LLC

Titan Retirement Advisors, LLC

iPad için tasarlandı

- Ücretsiz

Açıklama

Titan's Mobile App allows you to view account information, balances and easily contact your advisor.
It also allows you access to:
- Account Statements
- Tax Documents
- Real Time Balances
- Personal Document Vault
- All of your outside financials in one spot (Ex: Mortgage, Loans, Credit cards, Life Insurance Policies, Etc.)

For over 20 years, clients have relied on Invest Titan's wealth management advisors for a fresh perspective, practical ideas, and an understanding of where you want your wealth to take you and your family.

Our financial planning solutions are tailored to your needs and future plans. And just as your dreams and aspirations change over time, our solutions will evolve with you.

Invest Titan's guidance is designed to help you thoughtfully and skillfully achieve your goals.

15 Ara 2024

Sürüm 5.16.0

- 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

Titan Retirement Advisors, LLC adlı geliştirici, uygulamanın gizlilik politikasına göre verilerin aşağıda açıklandığı gibi işlenebileceğini bildirdi. Daha fazla bilgi için geliştiricinin gizlilik politikası bölümüne bakın.