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
More5.9.0
April 10, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.5.2
September 7, 2023
Bug fixes and performance enhancements.
5.4.0
February 9, 2023
Bug fixes and performance updates
5.2.18
June 24, 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 28, 2021
Yes, the Legacy Investor software is iPad-compatible.
The creator of Legacy Investor is Legacy Financial Advisors, LLC.
The Legacy Investor app currently supports iOS 13.4 or later.
The Legacy Investor app has received no user ratings yet.
Finance Is The Primary Genre Of The Legacy Investor App.
5.14.0 is the most recent version of the Legacy Investor app.
The date of the last Legacy Investor update is October 3, 2024.
The Legacy Investor app was initially released on February 5, 2023.
The Legacy Investor app is rated Legacy Financial Advisors, LLC: Contains no objectionable material.
Legacy Investor currently features the following languages: American English.
No, Legacy Investor is not available on Apple Arcade.
No, Legacy Investor does not offer in-app purchases.
Unfortunately, Legacy Investor is not tailored for compatibility with Apple Vision Pro.
No, ads are not featured prominently in Legacy Investor.