FamilyWealth™ Client
- Versions
- Price History
- Description
- FAQ
Version History of FamilyWealth™ Client
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
July 27, 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
January 20, 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
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
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
MorePrice History of FamilyWealth™ Client
Description of FamilyWealth™ Client
FamilyWealth™ Client: FAQ
Can FamilyWealth™ Client be used on iPad devices?
Yes, the FamilyWealth™ Client app is compatible with iPads.
Who made the FamilyWealth™ Client app?
FTA Systems, LLC. developed the FamilyWealth™ Client app.
What iOS version is needed to run the FamilyWealth™ Client app?
Your iOS device must be running iOS 12.4 or above.
What is the current app rating?
The FamilyWealth™ Client app has received no user ratings yet.
What is the main genre of the FamilyWealth™ Client app?
Finance Is The Primary Genre Of The Familywealth™ Client App.
What’s the latest version of the FamilyWealth™ Client app?
The latest version of FamilyWealth™ Client is 1.82.
When was the last FamilyWealth™ Client update?
FamilyWealth™ Client’s most recent update was on October 3, 2024.
When was FamilyWealth™ Client first released?
The app first launched on February 5, 2023.
What age rating is assigned to FamilyWealth™ Client?
Safe for children to use, no mature themes or inappropriate content.
Which languages does FamilyWealth™ Client support?
FamilyWealth™ Client currently features the following languages: English.
Is FamilyWealth™ Client available in Apple Arcade's lineup?
No, FamilyWealth™ Client is not available on Apple Arcade.
Are there in-app purchases available in FamilyWealth™ Client?
No, FamilyWealth™ Client does not offer in-app purchases.
Is FamilyWealth™ Client tailored for Apple Vision Pro compatibility?
Unfortunately, FamilyWealth™ Client is not tailored for compatibility with Apple Vision Pro.
Does FamilyWealth™ Client display any ads?
No, FamilyWealth™ Client does not display any ads.
Screenshots of FamilyWealth™ Client
