最後更新於 2023-06-29

1. Clients can delegate access to their Financial Advisors for retirement and financial planning.2. Financial Advisors can manage multiple clients through Plootus. They can view the complete financial position of their clients and advice them. 3. Added new employers. Search your employer's name and create an optimized portfolio from the list of investment options offered in 401(k), 403b, 457, 401a, and Thrift Saving Plans (TSP).4. Simplified the UI (User Interface) and fixed other bugs.