Free
⭐️4.1 / 5
Rating
🙌10
Ratings
📼3 scs
Content
📦~ in 1 month
Updates frequency
🗣❌ unsupported
Your locale
- Versions
- Price History
- Description
- FAQ
All Versions of NorthRock MY PERSONAL OFFICE
1.80
June 8, 2024
* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability
More1.78
April 22, 2024
* 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
More1.77
March 9, 2024
* 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
More1.76
February 1, 2024
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
More1.75
December 9, 2023
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
More1.74
October 28, 2023
* 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.
More1.73
September 28, 2023
* 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
More1.71
July 29, 2023
* 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
More1.69
June 12, 2023
* 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
More1.67
April 22, 2023
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
MorePrice History of NorthRock MY PERSONAL OFFICE
Description of NorthRock MY PERSONAL OFFICE
The NorthRock App is an easy-to-use online portal that instantly connects you to your full financial wealth picture anytime and anywhere. Whether you want a high level overview or an in-depth look at your investments, the NorthRock App makes it easier than ever.
You have the ability to view activity and changes in your portfolio or account balance, view the allocation breakdown of your portfolio by Class and Segment, see investment performance and most recent transactions across your portfolio, and allows for document storage and sharing, along with alerts and notifications.
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NorthRock MY PERSONAL OFFICE: FAQ
Yes, the NorthRock MY PERSONAL OFFICE software is iPad-compatible.
The NorthRock MY PERSONAL OFFICE app was built by NORTHROCK PARTNERS, LLC.
The NorthRock MY PERSONAL OFFICE app currently supports iOS 12.4 or later.
NorthRock MY PERSONAL OFFICE has a user rating of 4.1.
Finance Is The Primary Genre Of The Northrock My Personal Office App.
The current version of the NorthRock MY PERSONAL OFFICE app is 1.80.
The date of the last NorthRock MY PERSONAL OFFICE update is July 1, 2024.
The NorthRock MY PERSONAL OFFICE app was initially released on February 5, 2023.
The NorthRock MY PERSONAL OFFICE app is rated NORTHROCK PARTNERS, LLC: Contains no objectionable material.
NorthRock MY PERSONAL OFFICE currently features the following languages: English.
Unfortunately, NorthRock MY PERSONAL OFFICE is not on Apple Arcade.
Unfortunately, in-app purchases are not part of NorthRock MY PERSONAL OFFICE.
Unfortunately, NorthRock MY PERSONAL OFFICE is not tailored for compatibility with Apple Vision Pro.
