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★★★★★
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- 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
My Financial Genius is a personalized online portal that enables authorized Marshall Financial Group clients access to their investment portfolios, financial plans, and important legal documents. Requirements: You must be a Marshall Financial Group client who has been authorized for access to the app. If you would like to request access, please contact your primary contact at Marshall Financial Group.