Gatewood Wealth Solutions

Finance

Free

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Rating summary

Details about Gatewood Wealth Solutions

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

December 16, 2019
October 1, 2024
12.4+
4+
123.36MB
iPhone, iPad, iPod
English

Features

Apple silicon support

Developer of Gatewood Wealth Solutions

John Gatewood

⭐️5 / 5

Rating↘︎

🙌3

Ratings

📼3 scs

Media↘︎

📦~ in 1 month

Updates frequency↘︎

🗣❌ unsupported

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Versions
Price History
Description
FAQ

Version History of Gatewood Wealth Solutions

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.

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 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

1.76

January 21, 2024

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

1.73

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

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

1.65

March 4, 2023

- Bug fixes

Price History of Gatewood Wealth Solutions

Description of Gatewood Wealth Solutions

At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching and an active investment strategy as tools, we help guide you on their paths to financial freedom—all while holding ourselves to the highest fiduciary standards. We believe keeping tabs on your financial life should be as easy as checking your smartphone. With this app, you can access your financial plan, investment performance and cash flow at any time, as well as directly message your advisors. >>Current clients: Click “Get” to begin. Note: This app is intended for use by current clients of Gatewood Wealth Solutions. If you’re not a current client but would like to learn more about our firm, please visit gatewoodwealth.com or email info@gatewoodwealth.com.

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