- Versions
- Price History
- Description
- FAQ
Version History of SBC WealthTrack
5.14.0
September 5, 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
More5.13.2
June 27, 2024
- Bug fixes - Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app - Clients will now have the same experience in mobile as the web client portal - Custom built video statements within the Document Vault are now accessible via mobile app - Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
More5.9.0
April 9, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.5.2
September 6, 2023
Bug fixes and performance updates
5.4.0
February 15, 2023
Bug fixes and performance updates
5.2.18
August 11, 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
5.2.3
July 12, 2021
Updated logo
5.2.2
June 24, 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
More4.1.0
April 27, 2019
Price History of SBC WealthTrack
Description of SBC WealthTrack
SBC WealthTrack: FAQ
Does SBC WealthTrack support iPad devices?
Yes, the SBC WealthTrack software is iPad-compatible.
Who created the SBC WealthTrack app?
SBC WealthTrack was released by Strategic Benefit Consultants, Inc..
What is the minimum supported iOS version for SBC WealthTrack?
The minimum iOS version for the SBC WealthTrack app is 13.4.
What is the current app rating of SBC WealthTrack?
SBC WealthTrack has a user rating of 5.
What is the main genre of the SBC WealthTrack app?
Finance Is The Primary Genre Of The Sbc Wealthtrack App.
What is the recent version of the SBC WealthTrack app?
5.14.0 is the newly released SBC WealthTrack version.
What is the latest SBC WealthTrack update release date?
The date of the last SBC WealthTrack update is September 19, 2024.
What is the exact date when SBC WealthTrack came out?
The SBC WealthTrack app was initially released on February 5, 2023.
What age rating does SBC WealthTrack have?
The SBC WealthTrack app is rated Strategic Benefit Consultants, Inc.: Contains no objectionable material.
Which languages does SBC WealthTrack support?
SBC WealthTrack currently features the following languages: English.
Is SBC WealthTrack part of the Apple Arcade gaming experience?
No, SBC WealthTrack is not on Apple Arcade.
Is SBC WealthTrack integrated with in-app purchases?
No, SBC WealthTrack does not integrate in-app purchases for users.
Is SBC WealthTrack tailored for Apple Vision Pro compatibility?
Unfortunately, SBC WealthTrack is not tailored for compatibility with Apple Vision Pro.
Are users exposed to ads in SBC WealthTrack?
No, users are not exposed to ads in SBC WealthTrack.
Screenshots of SBC WealthTrack
