Whelan Financial 5.16.0

Whelan Financial, Inc. ❘ Freeware ❘
iOS

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Title:	Whelan Financial 5.16.0
Operating Systems:	iOS
License:	Freeware
Date added:	09/24/2025
Publisher:	Whelan Financial, Inc.
Rating:	Download client to rate!
Changelog:	- 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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Latest Version
5.16.0

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