Layline Portal
Layline Advisors, LLC Business
Mobile app for clients of Layline Advisors, LLC
- Downloads
- 1+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jan 22
- 2025 · v5.17.0
Screenshots
About Layline Portal
What’s new
Version 5.17.0 · Updated January 22, 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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|---|---|---|---|---|---|
| Layline Portal | – | Free | 1+ | Jan 22, 2025 | |
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