The Legacy Wealth App

The Legacy Wealth App

Free
Rating summary
9
0
1
0
0

Details about The Legacy Wealth App

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Developer of The Legacy Wealth App

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Version History of The Legacy Wealth App

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.

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1.81

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

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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

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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

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1.76

February 1, 2024

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

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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.

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1.73

October 3, 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

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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

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Price History of The Legacy Wealth App

Description of The Legacy Wealth App

The Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client

The Legacy Wealth App: FAQ

Is The Legacy Wealth App software compatible with iPad devices?

Yes, there is an iPad version available for The Legacy Wealth App.

Who made the The Legacy Wealth App app?

The Legacy Wealth App was created by LEGACY WEALTH LLC.

What is the minimum iOS version to run the The Legacy Wealth App app?

Your iOS device must be running iOS 12.4 or above.

What is the overall rating of the The Legacy Wealth App app?

4.8 out of 5 is the fantastic rating that The Legacy Wealth App has received from users.

What genre is the The Legacy Wealth App app?

The App Category Of The Legacy Wealth App Is Finance.

Which is the latest version of The Legacy Wealth App?

1.82 is the current version of The Legacy Wealth App.

When was the last The Legacy Wealth App update?

The Legacy Wealth App updated on October 5, 2024.

When was The Legacy Wealth App first released?

The specific date when the app came out was February 6, 2023.

What content advisory rating is assigned to The Legacy Wealth App?

No objectionable content, suitable for young children.

What are the languages supported by the The Legacy Wealth App app?

Currently, The Legacy Wealth App supports American English.

Does Apple Arcade provide access to The Legacy Wealth App for its subscribers?

No, The Legacy Wealth App is not featured on Apple Arcade.

Can users make in-app purchases in The Legacy Wealth App?

Unfortunately, users cannot make in-app purchases within The Legacy Wealth App.

Is The Legacy Wealth App designed for Apple Vision Pro integration?

Sorry, The Legacy Wealth App is not designed for integration with Apple Vision Pro.

Does The Legacy Wealth App incorporate ads within the app?

No, The Legacy Wealth App does not incorporate ads within the app.

Screenshots of The Legacy Wealth App

The Legacy Wealth App screenshot #1 for iPhone
The Legacy Wealth App screenshot #2 for iPhone
The Legacy Wealth App screenshot #3 for iPhone
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