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The Paces Ferry Wealth Advisors mobile app allows you to view account information, balances and easily contact your advisor.
What's New in Paces Ferry
5.17.1
March 20, 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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