5.14.0
September 10, 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
More5.6.9
March 28, 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 6, 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
5.2.16
March 17, 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
More5.1.1
April 21, 2021
Updated logo
Yes, the Delta Wealth software is iPad-compatible.
Delta Wealth Advisors LLC is the developer of the app.
The minimum supported iOS version for the Delta Wealth app is iOS 13.4.
Delta Wealth has no ratings yet.
Finance Is The Primary Genre Of The Delta Wealth App.
5.14.0 is the newly released Delta Wealth version.
The date of the last Delta Wealth update is September 19, 2024.
The Delta Wealth app was initially released on February 5, 2023.
The Delta Wealth app is rated Delta Wealth Advisors LLC: Contains no objectionable material.
Delta Wealth currently features the following languages: English.
Unfortunately, Delta Wealth is not on Apple Arcade.
Unfortunately, in-app purchases are not part of Delta Wealth.
Unfortunately, Delta Wealth is not tailored for compatibility with Apple Vision Pro.
No, you can not expect ads while using Delta Wealth.