Milestone Asset Mgmt

Finance

Free

Rating summary

Details about Milestone Asset Mgmt

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

July 31, 2021
October 6, 2024
12.4+
4+
123.27MB
iPhone, iPad, iPod
English

Developer of Milestone Asset Mgmt

MILESTONE ASSET MANAGEMENT, LLC

⭐️0 / 5

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📼3 scs

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📦~ in 1 month

Updates frequency↘︎

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Version History of Milestone Asset Mgmt

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

August 20, 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 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

1.76

January 22, 2024

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

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.

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 30, 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 Milestone Asset Mgmt

The Milestone Asset Management Mobile phone application enables authorized Milestone clients to access portfolio data in a simple, elegant interface. Requirements: You need to be an authorized user that has been granted access for the phone application. If you would like to request access, please contact your Advisor.