Senaste versionen
3.1 Säkert att installera
3.1 Säkert att installera
Titel: | Plootus 401k/403b Simplified 3.1 |
Operativsystem: |
|
License: | Freeware |
Datum tillagd: | 2024-03-23 |
Utgivare: | Analyze Future LLC |
Omdöme: | Ladda ner klienten för att betygsätta! |
Changelog: |
1. Clients can delegate access to their Financial Advisors for retirement and financial planning.
2. Financial Advisors can manage multiple clients through Plootus. They can view the complete financial position of their clients and advice them. 3. Added new employers. Just search your employer's name and let Plootus help you create an optimized portfolio from the list of investment options offered by your employer-sponsored 401k or 401(k), 403b or 403(b), 457, 401a, and Thrift Saving Plans (TSP). 4. We have further simplified the UI (User Interface) and fixed other bugs. 5. Switching jobs: We analyze both your old and current employer options. You can get a free investment allocation and decide to roll over to your new employer or keep with your old employer 6. Easier employer-search functionality 7. Better and more engaging visual representation of data and information 8. Bug fixes |
Besläktad
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The Elevate401k mobile application offers a streamlined interface and intuitive navigation, enhancing the experience for participants seeking access to their retirement account information.Financial Advisor Magazine
Financial Advisor Magazine is a professional publication specifically tailored for financial advisors. It is created by a team of highly experienced editors and publishers, ensuring the utmost quality in its content.FiScry: Financial Simulator
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