Atlantic Union Bank Wealth

Finance

Free

Rating summary

Details about Atlantic Union Bank Wealth

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

June 14, 2021
October 5, 2024
12.4+
4+
123.77MB
iPhone, iPad, iPod
English

Developer of Atlantic Union Bank Wealth

Atlantic Union Bank

⭐️3 / 5

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🙌2

Ratings

📼3 scs

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📦~ in 1 month

Updates frequency↘︎

🗣❌ unsupported

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Versions
Price History
Description
FAQ

Version History of Atlantic Union Bank Wealth

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.

1.81

July 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

1.78

April 22, 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

1.77

March 9, 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

1.76

January 20, 2024

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

1.75

December 12, 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.

1.73

September 17, 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

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

Description of Atlantic Union Bank Wealth

The Atlantic Union Bank Wealth Management mobile application is your personal financial portal that gives you instant access to the following from any of your devices: • Home Page: Provides company details, contact information for your financial team as well as a personalized at-a-glance view of your investment accounts. • Portfolio View: Dynamic view of your entire portfolio including a customizable dashboard that shows activity summary, asset allocation, gains and losses, and transactions. • Document Vault: Track, store, and share important documents with your financial team.

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