Heartwood Wealth Advisors
- Versions
- Price History
- Description
- FAQ
Version History of Heartwood Wealth Advisors
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.
More1.81
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
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
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.
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
MorePrice History of Heartwood Wealth Advisors
Description of Heartwood Wealth Advisors
Heartwood Wealth Advisors: FAQ
Does Heartwood Wealth Advisors offer an iPad version?
Yes, Heartwood Wealth Advisors works on iPad devices.
Who is the developer of the Heartwood Wealth Advisors app?
Heartwood Wealth Advisors is the developer of the app.
What’s the minimum iOS requirement for the Heartwood Wealth Advisors app?
The Heartwood Wealth Advisors app requires iOS 12.4 or later.
How does the Heartwood Wealth Advisors app rank among users?
The average rating for the Heartwood Wealth Advisors app is 5.
What is the primary genre of the Heartwood Wealth Advisors app?
The Primary Genre Of The Heartwood Wealth Advisors App Is Finance.
What is the newest version of Heartwood Wealth Advisors?
The latest version of the Heartwood Wealth Advisors app is 1.82.
When did the new Heartwood Wealth Advisors update come out?
The latest Heartwood Wealth Advisors update was rolled out on October 6, 2024.
When did Heartwood Wealth Advisors come out?
The Heartwood Wealth Advisors app launched on February 5, 2023.
What is the content advisory rating of the Heartwood Wealth Advisors app?
The Heartwood Wealth Advisors app contains no objectionable material and is suitable for children aged Heartwood Wealth Advisors.
What languages does Heartwood Wealth Advisors support?
You can use the Heartwood Wealth Advisors app in American English.
Is Heartwood Wealth Advisors available in Apple Arcade's lineup?
No, Heartwood Wealth Advisors is not available on Apple Arcade.
Are there in-app purchases available in Heartwood Wealth Advisors?
No, Heartwood Wealth Advisors does not offer in-app purchases.
Does Heartwood Wealth Advisors support Apple Vision Pro compatibility?
No, Heartwood Wealth Advisors does not support compatibility with Apple Vision Pro.
Are ads featured prominently in Heartwood Wealth Advisors?
No, ads are not featured prominently in Heartwood Wealth Advisors.
Screenshots of Heartwood Wealth Advisors
