The Latest Features of Live Oak Wag
– 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 – Live Oak Wag
Live Oak Wealth Advisory Group's mobile app allows you to view account info, create and monitor your financial plan, aggregate your financial data to view balances, and easily interact with your financial advisor.
Download Live Oak Wag – All Versions
Live Oak Wag | Live Oak Wag - March 25, 2025
Live Oak Wag .APKs | Live Oak Wag - March 25, 2025