5.16.0
December 14, 2024
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
MoreYes, the Credent Wealth software is iPad-compatible.
The creator of Credent Wealth is CX Institutional, LLC.
The app needs iOS 13.4 or later to function properly.
The Credent Wealth app has received no user ratings yet.
Finance Is The Primary Genre Of The Credent Wealth App.
The latest version of Credent Wealth is 5.16.0.
The date of the last Credent Wealth update is January 6, 2025.
The Credent Wealth app was initially released on February 5, 2023.
The Credent Wealth app is rated CX Institutional, LLC: Contains no objectionable material.
Credent Wealth currently features the following languages: English.
No, Credent Wealth is not available on Apple Arcade.
No, Credent Wealth does not offer in-app purchases.
Unfortunately, Credent Wealth is not tailored for compatibility with Apple Vision Pro.
No, Credent Wealth does not display any ads.