Details about WealthBuilder Planning
- Released
- Updated
- iOS Version
- Age Rating
- Size
- Devices
- Languages
Features
Developer of WealthBuilder Planning
- Versions
- Price History
- Description
- FAQ
Version History of WealthBuilder Planning
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 9, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.6.8
March 8, 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 11, 2023
Bug fixes and performance updates
5.2.18
June 25, 2022
Bug fixes and performance updates
5.2.15
March 8, 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
March 11, 2021
Price History of WealthBuilder Planning
Description of WealthBuilder Planning
WealthBuilder Planning: FAQ
Does WealthBuilder Planning have support for iPad devices?
Yes, WealthBuilder Planning has support for iPad devices.
Who launched the app?
Morris Retirement Advisors, LLC built the WealthBuilder Planning app.
What is the minimum iOS version to run WealthBuilder Planning?
The minimum iOS requirement for the app is 13.4 or higher.
What is the overall app rating of WealthBuilder Planning?
With a rating of 5 out of 5, WealthBuilder Planning is one of the top-rated apps in its category.
What’s the app category of WealthBuilder Planning?
The Main Genre Of The Wealthbuilder Planning App Is Finance.
What WealthBuilder Planning application version is the latest one?
5.14.0 is the most recent version of WealthBuilder Planning.
When was the most recent WealthBuilder Planning update made available?
The last update for WealthBuilder Planning was on October 6, 2024.
Do you know when WealthBuilder Planning was first made available?
WealthBuilder Planning was first released on February 5, 2023.
What is the age rating of WealthBuilder Planning?
This app is appropriate for all ages, with no offensive or inappropriate content.
What are the languages supported by WealthBuilder Planning?
WealthBuilder Planning is available in American English.
Is WealthBuilder Planning accessible through Apple Arcade's subscription model?
Unfortunately, WealthBuilder Planning is not on Apple Arcade.
Does WealthBuilder Planning allow for in-app purchases?
No, WealthBuilder Planning does not allow for in-app purchases.
Can I use WealthBuilder Planning with Apple Vision Pro?
No, you cannot use WealthBuilder Planning with Apple Vision Pro.
Are there any advertisements in WealthBuilder Planning?
No, there are no advertisements in WealthBuilder Planning.
Screenshots of WealthBuilder Planning
