Leave a Review Marks Wealth
New Private Client App
For clients to have an easy access view of their portfolio, current holdings and performance.C.Marks.
Free
Details about Marks Wealth
- Released
- Updated
- iOS Version
- Age Rating
- Size
- Devices
- Languages
Features
Developer of Marks Wealth
- Versions
- Price History
- Description
- FAQ
Version History of Marks Wealth
5.14.0
September 11, 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
More5.9.0
April 10, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.6.5
January 29, 2024
- Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
More5.5.2
September 7, 2023
Bug fixes and performance enhancements.
5.4.0
February 6, 2023
Bug fixes and performance updates
5.2.18
June 25, 2022
Bug fixes and performance updates
5.2.12
February 2, 2022
Bug fixes and performance updates
5.2.7
August 26, 2021
-Added ability to filter in the Positions view -Fixed bug in which Performance was not hiding when disabled
5.2.1
May 14, 2021
-Performance screen, ability to compare your accounts versus benchmarks -Details for manual accounts (added via Orion Planning) -Bug fixes to biometric authentication -Changed some layouts to better handle large fonts -Fixes regarding the search function in the Transaction screen
More5.1.0
February 5, 2021
Price History of Marks Wealth
Description of Marks Wealth
This app has many features that clients will be able to view from their cell phone or tablet. There will be more features to come in the as time goes on. Current Features: Custodian Statements (Schwab) Performance Reporting Current investment holdings Portfolio Value
Marks Wealth: FAQ
Does Marks Wealth support iPad devices?
Yes, Marks Wealth offers an iPad version.
Who is the developer of the Marks Wealth app?
Marks Wealth, LLC built the Marks Wealth app.
What is the minimum iOS version supported by Marks Wealth?
The Marks Wealth app requires iOS 13.4 or later.
What user rating does the Marks Wealth app have?
Marks Wealth has an impressive rating of 5 out of 5, indicating that it is a top-quality app.
What category is the Marks Wealth app?
The App Genre Of The Marks Wealth App Is Finance.
What is the recent version of the Marks Wealth app?
5.14.0 is the newly released Marks Wealth version.
When did the new Marks Wealth update come out?
The latest Marks Wealth app update was released on October 6, 2024.
When did Marks Wealth come out?
Marks Wealth was first made available on February 5, 2023.
What age group is Marks Wealth suitable for?
Safe for kids, with no inappropriate or mature content.
What are the languages available on Marks Wealth?
Marks Wealth is now available to use in American English.
Can I access Marks Wealth via Apple Arcade's subscription service?
No, Marks Wealth is not on Apple Arcade.
Is Marks Wealth equipped with in-app purchases?
No, Marks Wealth does not feature in-app purchases for users.
Is Marks Wealth fully compatible with Apple Vision Pro?
Unfortunately, Marks Wealth is not fully compatible with Apple Vision Pro.
Are users exposed to ads in Marks Wealth?
No, users are not exposed to ads in Marks Wealth.
Screenshots of Marks Wealth
