Free
FORVIS Private Client (DHGWA)
⭐️4 / 5
Rating
🙌1
Ratings
📼3 scs
Content
📦~ in 1 month
Updates frequency
🗣❌ unsupported
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- Versions
- Price History
- Description
- FAQ
All Versions of FORVIS Private Client (DHGWA)
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
January 20, 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 17, 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 30, 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 FORVIS Private Client (DHGWA)
Description of FORVIS Private Client (DHGWA)
Your personal financial portal which gives you access to your investment dashboard, account details, a document vault and more. Connect with your FORVIS Private Client investment team directly from your app. Everything you need to manage your wealth - on the go!
FORVIS Private Client (DHGWA): FAQ
Yes, FORVIS Private Client (DHGWA) is iPad-friendly.
The FORVIS Private Client (DHGWA) app was made by Dixon Hughes Goodman Wealth Advisors LLC.
The minimum iOS version for the FORVIS Private Client (DHGWA) app is 12.4.
The current user rating of the FORVIS Private Client (DHGWA) app is 4.0
The App Category Of Forvis Private Client (dhgwa) Is Finance.
The current version of FORVIS Private Client (DHGWA) is 1.80.
The latest FORVIS Private Client (DHGWA) update was released on July 2, 2024.
The FORVIS Private Client (DHGWA) app originally came out on February 5, 2023.
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Currently, FORVIS Private Client (DHGWA) supports American English.
No, FORVIS Private Client (DHGWA) is not on Apple Arcade.
No, FORVIS Private Client (DHGWA) does not support in-app purchases.
Sorry, FORVIS Private Client (DHGWA) is not designed for integration with Apple Vision Pro.
