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 20, 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 8, 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 31, 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 4, 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, the Oakworth Wealth Management app is compatible with iPads.
The creator of Oakworth Wealth Management is Oakworth Capital Bank.
The minimum iOS version for the Oakworth Wealth Management app is 12.4.
Oakworth Wealth Management has an exceptional rating of 5 out of 5, which is a testament to its quality.
Finance Is The Primary Genre Of The Oakworth Wealth Management App.
The current version of Oakworth Wealth Management is 1.82.
Oakworth Wealth Management’s most recent update was on October 2, 2024.
The app first launched on February 5, 2023.
Safe for children to use, no mature themes or inappropriate content.
Oakworth Wealth Management currently features the following languages: English.
No, Oakworth Wealth Management is not on Apple Arcade.
No, Oakworth Wealth Management does not integrate in-app purchases for users.
Unfortunately, Oakworth Wealth Management is not tailored for compatibility with Apple Vision Pro.
No, users are not exposed to ads in Oakworth Wealth Management.