Free
About
Lets you easily view your Baker Boyer portfolio holdings, allocation, and performance by household or account. This app is for use by investment management clients of Baker Boyer Bank.
What's New in BB Asset Management
5.16.0
December 14, 2024
- 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
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