The Latest Features of Curtis Advisory
– 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 – Curtis Advisory
Through this Mobile App, clients of Curtis Advisory Group, LLC can access many of the important details of your financial picture, all from your mobile device. www.curtisadvisorygroup.com (805) 963-6181 info@curtisadvisory.com Investment Advisory Services are offered through Curtis Advisory Group, LLC, a registered investment adviser.
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Curtis Advisory | Curtis Advisory - March 25, 2025
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