The Latest Features of Oldfather
– 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
– 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
About – Oldfather
This Mobile App allows you to view account information, balances and easily contact your advisor. Client portal app for Oldfather Financial clients.
Download Oldfather – All Versions
Oldfather .APKs | Oldfather - March 23, 2025
Oldfather | Oldfather - March 23, 2025