Tolleson Wealth Management

Tolleson Wealth Management

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Details about Tolleson Wealth Management

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  • iOS Version
  • Age Rating
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  • Devices
  • Languages

Developer of Tolleson Wealth Management

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Version History of Tolleson Wealth Management

1.82

September 10, 2024

* 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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1.81

August 15, 2024

* Investors will now have the ability to view their Insurance information from their mobile experience * Stability and performance improvements

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

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1.78

April 25, 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

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1.77

March 8, 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

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1.76

January 21, 2024

* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes

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1.75

December 9, 2023

* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard

1.74

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.

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1.73

October 3, 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

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1.71

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

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Price History of Tolleson Wealth Management

Description of Tolleson Wealth Management

Welcome to the Tolleson Wealth Management’s mobile application where users have access to their portfolio data in a simple, elegant interface. Users of this app must first contact their advisor for login credentials.

Tolleson Wealth Management: FAQ

Is Tolleson Wealth Management compatible with the iPad?

Yes, Tolleson Wealth Management offers an iPad version.

Who created Tolleson Wealth Management?

Tolleson Management LP developed the Tolleson Wealth Management app.

What is the minimum iOS version supported by Tolleson Wealth Management?

Currently, Tolleson Wealth Management supports iOS 12.4 or later.

What user rating does the Tolleson Wealth Management app have?

There is no information available about user ratings for Tolleson Wealth Management.

What category is the Tolleson Wealth Management app?

The App Genre Of The Tolleson Wealth Management App Is Finance.

What is the newest version of Tolleson Wealth Management?

The latest version of the Tolleson Wealth Management app is 1.82.

What date did the latest update for Tolleson Wealth Management come out?

The latest Tolleson Wealth Management app update was released on October 1, 2024.

What date did Tolleson Wealth Management come out?

Tolleson Wealth Management was first made available on February 5, 2023.

What age group is Tolleson Wealth Management suitable for?

Safe for kids, with no inappropriate or mature content.

What are the languages available on Tolleson Wealth Management?

Tolleson Wealth Management is now available to use in English.

Is Tolleson Wealth Management part of the Apple Arcade lineup of games?

Sorry, Tolleson Wealth Management is not part of Apple Arcade.

Is Tolleson Wealth Management eligible for in-app purchases?

No, Tolleson Wealth Management is not eligible for in-app purchases.

Is Tolleson Wealth Management fully compatible with Apple Vision Pro?

Unfortunately, Tolleson Wealth Management is not fully compatible with Apple Vision Pro.

Does Tolleson Wealth Management use ad-based monetization?

No, Tolleson Wealth Management does not use ad-based monetization.

Screenshots of Tolleson Wealth Management

Tolleson Wealth Management screenshot #1 for iPhone
Tolleson Wealth Management screenshot #2 for iPhone
Tolleson Wealth Management screenshot #3 for iPhone
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