ShoreHaven Wealth Partners App

Finance

Free

Rating summary

Details about ShoreHaven Wealth Partners App

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

March 6, 2021
October 5, 2024
12.4+
4+
123.22MB
iPhone, iPad, iPod
American English

Developer of ShoreHaven Wealth Partners App

ShoreHaven Wealth Partners, LLC

⭐️0 / 5

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📼3 scs

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📦~ in 1 month

Updates frequency↘︎

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Version History of ShoreHaven Wealth Partners App

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.

1.81

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

1.78

April 25, 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

1.77

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

1.76

January 21, 2024

* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes

1.75

December 9, 2023

* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard

1.74

November 9, 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.

1.73

October 28, 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

1.71

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

Description of ShoreHaven Wealth Partners App

The ShoreHaven Wealth Partners Mobile phone application enables authorized ShoreHaven Wealth Partners clients to access their portfolio data in a simple, elegant interface. Requirements: You need to be a ShoreHaven Wealth Partners client that has been authorized for the phone application. If you would like to learn more, please contact team@shorehavenwealth.com