The Latest Features of Monocot Wealth
– 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 – Monocot Wealth
This Mobile App allows you to view account information, balances and easily contact your advisor.
Download Monocot Wealth – All Versions
Monocot Wealth .APKs | Monocot Wealth - March 25, 2025
Monocot Wealth | Monocot Wealth - March 25, 2025