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
More5.5.2
September 5, 2023
Bug fixes and performance enhancements.
5.4.0
February 9, 2023
Bug fixes and performance updates
5.2.18
June 23, 2022
Bug fixes and performance updates
5.2.7
August 26, 2021
-Added ability to filter in the Positions view -Fixed bug in which Performance was not hiding when disabled
5.2.1
April 28, 2021
- Performance screen, ability to compare your accounts versus benchmarks - Details for manual accounts (added via Orion Planning) - Bug fixes to biometric authentication - Changed some layouts to better handle large fonts - Fixes regarding the search function in the Transaction screen
More5.2.0
April 26, 2021
-Performance screen, ability to compare your accounts versus benchmarks -Details for manual accounts (added via Orion Planning) -Bug fixes to biometric authentication -Changed some layouts to better handle large fonts -Fixes regarding the search function in the Transaction screen
More5.1.0
February 5, 2021
- 2FA support for Advisor users that log in with Orion credentials. - Allocation and Positions details for Managed Accounts. - Investment Transaction details for Managed Accounts. - Transactions details for Aggregated accounts (linked with Plaid/Quovo)
More5.0.0
December 4, 2020
Our redesigned wealth portal lets you track your investments, financial plans, and relevant documents all in one location.
Yes, Csenge Wealth works on iPad devices.
Csenge Advisory Group, LLC developed the Csenge Wealth app.
To function properly, the app requires at least iOS 13.4.
The average rating for the Csenge Wealth app is 5.
The Primary Genre Of The Csenge Wealth App Is Finance.
The newest version of Csenge Wealth is 5.14.0.
The latest Csenge Wealth update was rolled out on September 18, 2024.
The Csenge Wealth app launched on February 5, 2023.
The Csenge Wealth app contains no objectionable material and is suitable for children aged Csenge Advisory Group, LLC.
You can use the Csenge Wealth app in American English.
No, Csenge Wealth is not on Apple Arcade.
No, Csenge Wealth does not integrate in-app purchases for users.
No, Csenge Wealth does not support compatibility with Apple Vision Pro.
No, Csenge Wealth does not incorporate ads within the app.