* RightCapital financial planning integration available for the mobile app.* Innotrust statement integration now supported within the client’s vault.* Improved performance and stability within the Dashboard section of the app.
~Heartwood Wealth Advisors
1.74
* RightCapital financial planning integration available for the mobile app.* Innotrust statement integration now supported within the client’s vault.* Improved performance and stability within the Dashboard section of the app.