AWP Client Portal

Finance

Free

Get app

Rating summary

Details about AWP Client Portal

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

November 12, 2019
September 18, 2024
12.4+
4+
118.37MB
iPhone, iPad, iPod
English

Developer of AWP Client Portal

Atlantic Wealth Partners, LLC

⭐️5 / 5

Rating↘︎

🙌2

Ratings

📼3 scs

Media↘︎

📦~ in 1 month

Updates frequency↘︎

🗣❌ unsupported

Your locale

Versions
Price History
Description
FAQ

Version History of AWP Client Portal

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

1.78

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

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

1.76

January 21, 2024

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

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.

1.73

September 29, 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

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

1.69

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

1.67

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

Description of AWP Client Portal

The Atlantic Wealth Partners mobile application enables authorized Atlantic Wealth Partners clients to access portfolio data in a simple, elegant interface. Requirements: You need to be an Atlantic Wealth Partners user that has been authorized for the mobile application. If you would like to request access, please contact your Atlantic Wealth Partners primary contact.