Quick verdict
- What it is
- Store information collected; independent summary not yet available.
- At a glance
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- Free to download
Categories and search queries
Official categories
- Finance
AppCorpus categories
Key functions
| Function | Availability | Access | Scope | Evidence |
|---|---|---|---|---|
| Free app | Yes | Free | — | Store published |
Screens
App Store
9 store screenshots
Pricing & paywalls
App Store
- Free
Ratings & reviews
App Store
No store reviews collected for App Store · US
Privacy & accessibility
App Store
Privacy
- Data Used to Track You — Usage Data — Product Interaction Developer declared
- Data Used to Track You — Usage Data Developer declared
Accessibility
No accessibility labels collected yet.
Versions
App Store
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1.67
Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks. Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users. Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience
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1.69
* Improved Performance Card to be able to support Additional Benchmark functionality. * Enhanced loggings to be able to provide additional support for our mobile users. * Bug Fixes
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1.71
* Updated notification bell to provide an easier experience * Improved loading screen to provide better clarity * Enhanced mobile web to better support teams * Dashboard and subsequent cards now supports improve as of date logic
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1.73
* Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins
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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.
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1.75
* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard
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1.76
* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes
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1.77
* Updating advisor login interface featuring an improved navigation menu * Improving advisor communication through the introduction of Timeline and Vault functionalities * Enhancing advisor navigation for seamless transitions between various clients
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1.78
* Improved the activity summary chart located in the account details * Updated Allocation Dashboard logic for a consistent experience * Enhanced the Dashboard: Gain/Loss performance and stability
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1.80
* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability
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1.81
* Investors will now have the ability to view their Insurance information from their mobile experience * Stability and performance improvements
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1.82
* Optimized the Planning Space for better performance and faster speeds. * Refined the login screen to create a smoother user experience. * Added support for Principal and Income in the Transaction Card feature.
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1.83
* New Mobile Advisor push notifications * Enhanced in app alert messaging * Bug Fixes
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1.86
* New home landing page for the Mobile Advisor experience * New customizable client user home landing page * Supportability and sustainability improvements
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1.87
* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications * Supportability and sustainability improvements
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1.88
* Supportability and sustainability improvements * Bug Fixes
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1.89
* Updated Planning Navigation * Added Authenticator App option for MFA * Performance Improvements * Bug Fixes
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1.90.1
* Planning Enhancements * Added Support for New Widgets * Performance Improvements * Bug Fixes
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1.92
• Vault Enhancements • Notification Linking Optimization • Performance Enhancements • Bug Fixes
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1.92.1
• Vault Enhancements • Notification Linking Optimization • Performance Enhancements • Bug Fixes
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1.93
• Updated vault experience • Performance Enhancements • Bug Fixes
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1.94
• User login enhancements • Performance Enhancements • Bug Fixes
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1.95
• User login enhancements • Performance Enhancements • Bug Fixes
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1.96
• Login Security Enhancements • Performance Improvements • Bug Fixes
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1.97
· 1 Aug 2026
• Performance Improvements • Bug Fixes
Availability by market
- US
Data quality & evidence
- Page completeness
- Live store listing
- Last verified
- 7 Aug 2026
- Sources
- App Store
- Independent summary has not been published yet.