5.14.0
September 6, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
More5.13.2
June 29, 2024
- Bug fixes - Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app - Clients will now have the same experience in mobile as the web client portal - Custom built video statements within the Document Vault are now accessible via mobile app - Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
More5.5.2
September 6, 2023
Bug fixes and performance enhancements.
5.4.0
February 9, 2023
Bug fixes and performance updates
5.3.1
October 13, 2022
Bug fixes and performance updates
4.1.0
February 28, 2020
Yes, DrakeAssociates is iPad-friendly.
Drake & Associates, LLC. built the DrakeAssociates app.
The minimum required iOS version for the app to work is 13.4 or higher.
The DrakeAssociates app has a consumer rating of 5 and gets a lot of positive feedback.
The App Category Of Drakeassociates Is Finance.
5.14.0 is the most recent version of the DrakeAssociates app.
The latest DrakeAssociates update was released on October 3, 2024.
The DrakeAssociates app originally came out on February 5, 2023.
DrakeAssociates doesn’t contain potentially objectionable material and is rated Drake & Associates, LLC..
Currently, DrakeAssociates supports English.
No, DrakeAssociates is not featured on Apple Arcade.
Unfortunately, users cannot make in-app purchases within DrakeAssociates.
Sorry, DrakeAssociates is not designed for integration with Apple Vision Pro.
No, DrakeAssociates does not include ads as part of its experience.