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Fortress Financial Partners App for Fortress Private Ledger Clients. This Mobile App allows you to view your Fortress account information, balances and easily contact your advisor.
What's New in Fortress Fin
5.17.1
April 16, 2025
- 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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