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
February 1, 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
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
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
MoreYes, there is an iPad version available for The Legacy Wealth App.
The Legacy Wealth App was created by LEGACY WEALTH LLC.
Your iOS device must be running iOS 12.4 or above.
4.8 out of 5 is the fantastic rating that The Legacy Wealth App has received from users.
The App Category Of The Legacy Wealth App Is Finance.
1.82 is the current version of The Legacy Wealth App.
The Legacy Wealth App updated on October 5, 2024.
The specific date when the app came out was February 6, 2023.
No objectionable content, suitable for young children.
Currently, The Legacy Wealth App supports American English.
No, The Legacy Wealth App is not featured on Apple Arcade.
Unfortunately, users cannot make in-app purchases within The Legacy Wealth App.
Sorry, The Legacy Wealth App is not designed for integration with Apple Vision Pro.
No, The Legacy Wealth App does not incorporate ads within the app.