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
MoreYes, Whalen Wealth is iPad-friendly.
Whalen Wealth was created by Whalen Wealth Management Inc.
The Whalen Wealth app requires iOS 13.4 or later.
The Whalen Wealth app has a consumer rating of 5 and gets a lot of positive feedback.
The App Category Of Whalen Wealth Is Finance.
5.14.0 is the newest version of Whalen Wealth.
The latest Whalen Wealth update was released on December 4, 2024.
The Whalen Wealth app originally came out on February 5, 2023.
Whalen Wealth doesn’t contain potentially objectionable material and is rated Whalen Wealth Management Inc.
Currently, Whalen Wealth supports English.
No, Whalen Wealth is not featured on Apple Arcade.
Unfortunately, users cannot make in-app purchases within Whalen Wealth.
Sorry, Whalen Wealth is not designed for integration with Apple Vision Pro.
No, Whalen Wealth does not incorporate ads within the app.