Free
About
This app for Waters Parkerson clients, allows you to easily view your portfolio on the go! This app serves as your client portal homepage, offering a comprehensive view of all relevant account information, including balances and investments.
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What's New in Waters Parkerson
5.19.0
May 30, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
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