TruWealth Advisors

TruWealth Advisors

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Details about TruWealth Advisors

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Developer of TruWealth Advisors

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Version History of TruWealth Advisors

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.

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1.81

August 27, 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

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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

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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

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1.76

January 20, 2024

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

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1.75

December 9, 2023

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

1.74

October 28, 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.

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1.73

September 21, 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

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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

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Price History of TruWealth Advisors

Description of TruWealth Advisors

The TruWealth Advisors mobile application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a registered TruWealth Advisor user to be authorized for the application. If you would like to request access, please contact TruWealth Advisors.

TruWealth Advisors: FAQ

Does TruWealth Advisors offer an iPad version?

Yes, TruWealth Advisors can support iPad devices.

Who is the app developer of TruWealth Advisors?

TruWealth Advisors, LLC is the developer of the app.

What is the lowest iOS version that TruWealth Advisors can run on?

The minimum supported iOS version for the app is 12.4.

How does the app rank among users?

There are no ratings to display for the TruWealth Advisors app yet.

What is the category of the TruWealth Advisors app?

Truwealth Advisors Relates To The Finance App Genre.

What TruWealth Advisors application version is the current one?

1.82 is the most recent version of the TruWealth Advisors app.

What is the latest update date for TruWealth Advisors?

TruWealth Advisors updated its app on October 5, 2024.

Could you provide information on the release date of TruWealth Advisors?

The release date of the app was February 5, 2023.

What is the recommended age for the TruWealth Advisors app?

This app is rated for ages 4 and up, and contains only family-friendly content.

What languages are available on TruWealth Advisors?

The following list of languages is supported by the TruWealth Advisors app: English.

Is TruWealth Advisors featured among Apple Arcade's game offerings?

Sorry, TruWealth Advisors is not part of Apple Arcade.

Does TruWealth Advisors contain in-app purchases?

Sorry, there are no in-app purchases available in TruWealth Advisors.

Does TruWealth Advisors provide support for Apple Vision Pro?

No, TruWealth Advisors does not provide support for Apple Vision Pro.

Are ads featured prominently in TruWealth Advisors?

No, ads are not featured prominently in TruWealth Advisors.

Screenshots of TruWealth Advisors

TruWealth Advisors screenshot #1 for iPhone
TruWealth Advisors screenshot #2 for iPhone
TruWealth Advisors screenshot #3 for iPhone
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