Free
Diversified Trust
⭐️5 / 5
Rating
🙌3
Ratings
📼3 scs
Content
📦~ in 1 month
Updates frequency
🗣❌ unsupported
Your locale
- Versions
- Price History
- Description
- FAQ
All Versions of Diversified Trust
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 Diversified Trust
Description of Diversified Trust
For Diversified Trust clients, our Mobile phone application offers secure mobile access to your account information, relationship team, and relevant documents.
You must be authorized as a user by your relationship manager at Diversified Trust in order to use this application. To request access, please reach out to your primary contact. They will be delighted to help.
Diversified Trust: FAQ
Yes, the Diversified Trust software is iPad-compatible.
Diversified Trust was created by Diversified Trust Company, Inc..
The minimum iOS requirement: 12.4.
Diversified Trust has a user rating of 5.0.
Finance Is The Primary Genre Of The Diversified Trust App.
The latest version of the Diversified Trust app is 1.80.
The date of the last Diversified Trust update is July 8, 2024.
The Diversified Trust app was initially released on February 5, 2023.
The Diversified Trust app is rated Diversified Trust Company, Inc.: Contains no objectionable material.
Diversified Trust currently features the following languages: English.
No, Diversified Trust is not available on Apple Arcade.
No, Diversified Trust does not offer in-app purchases.
Unfortunately, Diversified Trust is not tailored for compatibility with Apple Vision Pro.
