5.14.0
September 10, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
More5.9.0
April 10, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.6.2
November 21, 2023
- Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
More4.4.0
February 15, 2022
Bug fixes and performance updates
4.1.0
June 19, 2018
This app has been updated by Apple to display the Apple Watch app icon. Paragon Financial Advisors Mobile allows you to easily view your portfolio values and allocations and easily contact your advisor.
More4.0.0
December 19, 2017
Yes, Paragon Advisor is available for iPad users.
The Paragon Advisor app was developed by Paragon Advisors, LLC.
The minimum iOS requirement: 13.4.
The overall user rating of the Paragon Advisor app is 5.
Paragon Advisor Relates To The Finance App Genre.
The latest version of the Paragon Advisor app is 5.14.0.
November 30, 2024 is the date of the latest update of the Paragon Advisor app.
Paragon Advisor officially launched on February 5, 2023.
Paragon Advisor is considered child-appropriate and rated Paragon Advisors, LLC.
The following list of languages is supported by the Paragon Advisor app: English.
No, Paragon Advisor is not featured on Apple Arcade.
Unfortunately, users cannot make in-app purchases within Paragon Advisor.
No, Paragon Advisor does not provide support for Apple Vision Pro.
No, Paragon Advisor does not incorporate ads within the app.