50+
แž€แžถแžšแž‘แžถแž‰แž™แž€
แž…แŸ†แžŽแžถแžแŸ‹แžแŸ’แž“แžถแž€แŸ‹แžแŸ’แž›แžนแž˜แžŸแžถแžš
PEGI 3
แžšแžผแž”แž—แžถแž–โ€‹โ€‹แžšแžผแž”แžแžโ€‹แžขแŸแž€แŸ’แžšแž„แŸ‹
แžšแžผแž”แž—แžถแž–โ€‹โ€‹แžšแžผแž”แžแžโ€‹แžขแŸแž€แŸ’แžšแž„แŸ‹
แžšแžผแž”แž—แžถแž–โ€‹โ€‹แžšแžผแž”แžแžโ€‹แžขแŸแž€แŸ’แžšแž„แŸ‹
แžšแžผแž”แž—แžถแž–โ€‹โ€‹แžšแžผแž”แžแžโ€‹แžขแŸแž€แŸ’แžšแž„แŸ‹

แžขแŸ†แž–แžธโ€‹แž€แž˜แŸ’แž˜แžœแžทแž’แžธแž“แŸแŸ‡

แžขแžแžทแžแžทแž‡แž“แžขแžถแž…แž˜แžพแž›แž‚แžŽแž“แžธแž‘แžถแŸ†แž„แžขแžŸแŸ‹แžŠแŸ‚แž›แž‚แŸ’แžšแž”แŸ‹แž‚แŸ’แžšแž„แžŠแŸ„แž™ First Foundation Advisors แžแžถแž˜แžšแž™แŸˆแž€แž˜แŸ’แž˜แžœแžทแž’แžธแž‘แžผแžšแžŸแŸแž–แŸ’แž‘แŸ” แž˜แžพแž›แžŸแž˜แžแžปแž›แŸ’แž™แž‚แžŽแž“แžธ แž€แžถแžšแž”แŸ‚แž„แž…แŸ‚แž€แž‘แŸ’แžšแž–แŸ’แž™แžŸแž€แž˜แŸ’แž˜ แž“แžทแž„แž”แŸ’แžšแžแžทแž”แžแŸ’แžแžทแž€แžถแžšแž“แŸ…แž‘แžผแž‘แžถแŸ†แž„แž‚แžŽแž“แžธแž‘แžถแŸ†แž„แžขแžŸแŸ‹ แžฌแž€แŸ’แž“แžปแž„แž‚แžŽแž“แžธแž“แžธแž˜แžฝแž™แŸ—แŸ” แžแžปแžŠแŸแž€แžฏแž€แžŸแžถแžšแžขแž“แžปแž‰แŸ’แž‰แžถแžแžฑแŸ’แž™แž˜แžถแž“แž€แžถแžšแž…แŸ‚แž€แžšแŸ†แž›แŸ‚แž€แž–แžธแžšแž•แŸ’แž›แžผแžœแž“แŸƒแžฏแž€แžŸแžถแžšแžŸแŸ†แžแžถแž“แŸ‹แŸ— แž˜แžถแž“แž“แŸแž™แžแžถแžขแžแžทแžแžทแž‡แž“แžขแžถแž…แž•แŸ’แž‘แžปแž€แžกแžพแž„ แž“แžทแž„แž…แŸ‚แž€แžšแŸ†แž›แŸ‚แž€แžฏแž€แžŸแžถแžšแžŠแŸ„แž™แžŸแžปแžœแžแŸ’แžแžทแž—แžถแž–แŸ” แž€แžถแžšแž‡แžผแž“แžŠแŸ†แžŽแžนแž„แž“แžนแž„แžแŸ’แžšแžผแžœแž”แžถแž“แž‘แž‘แžฝแž›แžŠแŸ„แž™แž€แŸ’แžšแžปแž˜แž‘แžธแž”แŸ’แžšแžนแž€แŸ’แžŸแžถแž˜แžผแž›แž“แžทแž’แžทแž‘แžธแž˜แžฝแž™ แž“แŸ…แž–แŸแž›แžŠแŸ‚แž›แžฏแž€แžŸแžถแžšแžŽแžถแž˜แžฝแž™แžแŸ’แžšแžผแžœแž”แžถแž“แž•แŸ’แž‘แžปแž€แžกแžพแž„ แž แžพแž™แžขแžแžทแžแžทแž‡แž“แž“แžนแž„แžแŸ’แžšแžผแžœแž”แžถแž“แž‡แžผแž“แžŠแŸ†แžŽแžนแž„แž“แŸ…แž–แŸแž›แžŠแŸ‚แž›แžŸแŸแž…แž€แŸ’แžแžธแžแŸ’แž›แŸ‚แž„แž€แžถแžšแžŽแŸแž”แŸ’แžšแž…แžถแŸ†แžแŸ’แžšแžธแž˜แžถแžŸแžแŸ’แžšแžผแžœแž”แžถแž“แž”แž„แŸ’แž แŸ„แŸ‡แŸ” แžฏแž€แžŸแžถแžšแž€แŸแžขแžถแž…แžแŸ’แžšแžผแžœแž”แžถแž“แžแŸ’แžšแž„แž™แŸ‰แžถแž„แž„แžถแž™แžŸแŸ’แžšแžฝแž›แžŸแž˜แŸ’แžšแžถแž”แŸ‹แž‡แžฝแžšแž€แžถแž›แž”แžšแžทแž…แŸ’แž†แŸแž‘แžŠแŸ‚แž›แž”แžถแž“แž‡แŸ’แžšแžพแžŸแžšแžพแžŸแŸ”
แž”แžถแž“โ€‹แžŠแŸ†แžกแžพแž„แž€แŸ†แžŽแŸ‚โ€‹แž“แŸ…
21 แž˜แž€แžšแžถ 2025

แžŸแžปแžœแžแŸ’แžแžทแž—แžถแž–โ€‹แž‘แžทแž“แŸ’แž“แž“แŸแž™

แžŸแžปแžœแžแŸ’แžแžทแž—แžถแž–โ€‹แž…แžถแž”แŸ‹แž•แŸ’แžŠแžพแž˜แž–แžธโ€‹แž€แžถแžšแž™แž›แŸ‹แžŠแžนแž„แžขแŸ†แž–แžธโ€‹แžšแž”แŸ€แž”แžŠแŸ‚แž›โ€‹แžขแŸ’แž“แž€แžขแž—แžทแžœแžŒแŸ’แžแž“แŸโ€‹แž”แŸ’แžšแž˜แžผแž› แž“แžทแž„โ€‹แž…แŸ‚แž€แžšแŸ†แž›แŸ‚แž€โ€‹แž‘แžทแž“แŸ’แž“แž“แŸแž™แžšแž”แžŸแŸ‹แžขแŸ’แž“แž€แŸ” แž€แžถแžšแžขแž“แžปแžœแžแŸ’แžโ€‹แž…แŸ†แž–แŸ„แŸ‡แžŸแž“แŸ’แžแžทแžŸแžปแž แž“แžทแž„โ€‹แžฏแž€แž‡แž“แž—แžถแž–โ€‹แž‘แžทแž“แŸ’แž“แž“แŸแž™โ€‹แžขแžถแž…แžแžปแžŸแž‚แŸ’แž“แžถแž‘แŸ…แžแžถแž˜โ€‹แž€แžถแžšแž”แŸ’แžšแžพแž”แŸ’แžšแžถแžŸแŸ‹ แžแŸ†แž”แž“แŸ‹ แž“แžทแž„โ€‹แžขแžถแž™แžปแžšแž”แžŸแŸ‹แžขแŸ’แž“แž€แŸ” แžขแŸ’แž“แž€แžขแž—แžทแžœแžŒแŸ’แžแž“แŸโ€‹แž”แžถแž“แž•แŸ’แžŠแž›แŸ‹โ€‹แž–แŸแžแŸŒแž˜แžถแž“แž“แŸแŸ‡ แž“แžทแž„โ€‹แžขแžถแž…แž’แŸ’แžœแžพแž”แž…แŸ’แž…แžปแž”แŸ’แž”แž“แŸ’แž“แž—แžถแž–โ€‹แžœแžถแž“แŸ…แž–แŸแž›แžแžถแž„แž˜แžปแžแŸ”
แž€แž˜แŸ’แž˜แžœแžทแž’แžธแž“แŸแŸ‡โ€‹แžขแžถแž…แž…แŸ‚แž€แžšแŸ†แž›แŸ‚แž€โ€‹แž”แŸ’แžšแž—แŸแž‘แž‘แžทแž“แŸ’แž“แž“แŸแž™โ€‹แž‘แžถแŸ†แž„แž“แŸแŸ‡โ€‹แž‡แžถแž˜แžฝแž™แž—แžถแž‚แžธแž‘แžธแž”แžธ
แž–แŸแžแŸŒแž˜แžถแž“โ€‹แž•แŸ’แž‘แžถแž›แŸ‹แžแŸ’แž›แžฝแž“ แžŸแž€แž˜แŸ’แž˜แž—แžถแž–โ€‹แž€แž˜แŸ’แž˜แžœแžทแž’แžธ แž“แžทแž„ 2 แž•แŸ’แžŸแŸแž„โ€‹แž‘แŸ€แž
แž€แž˜แŸ’แž˜แžœแžทแž’แžธแž“แŸแŸ‡แžขแžถแž…แž”แŸ’แžšแž˜แžผแž›แž”แŸ’แžšแž—แŸแž‘แž‘แžทแž“แŸ’แž“แž“แŸแž™แž‘แžถแŸ†แž„แž“แŸแŸ‡
แž–แŸแžแŸŒแž˜แžถแž“โ€‹แž•แŸ’แž‘แžถแž›แŸ‹แžแŸ’แž›แžฝแž“
แž‘แžทแž“แŸ’แž“แž“แŸแž™แžแŸ’แžšแžผแžœแž”แžถแž“แžขแŸŠแžธแž“แž‚แŸ’แžšแžธแž”แžŸแž˜แŸ’แžšแžถแž”แŸ‹แž€แžถแžšแž•แŸ’แž‘แŸแžš
แž˜แžทแž“แžขแžถแž…แž›แžปแž”แž‘แžทแž“แŸ’แž“แž“แŸแž™แž”แžถแž“แž‘แŸ

แžขแŸ’แžœแžธโ€‹แžŠแŸ‚แž›โ€‹แžแŸ’แž˜แžธ

- 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

แž‡แŸ†แž“แžฝแž™แž€แž˜แŸ’แž˜แžœแžทแž’แžธ

แžขแŸ†แž–แžธแžขแŸ’แž“แž€โ€‹แžขแž—แžทแžœแžŒแŸ’แžแž“แŸ
First Foundation Bank
appdev@ff-inc.com
18101 Von Karman Ave Ste 750 Irvine, CA 92612 United States
+1 949-677-1692