Busey Wealth Management

Finance

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Details about Busey Wealth Management

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

April 23, 2022
October 1, 2024
12.4+
4+
123.27MB
iPhone, iPad, iPod
American English

Developer of Busey Wealth Management

Busey Bank

⭐️0 / 5

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Version History of Busey Wealth Management

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 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 20, 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

November 1, 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

August 1, 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 Busey Wealth Management

The Busey Wealth Management app enables clients to access portfolio data in a simple, intuitive interface. Exclusive to Black Diamond users, authorized access is required. To request app access, please contact your Busey Wealth Management advisor. Busey Wealth management proudly offers financial, estate and retirement planning, insurance solutions, asset and investment management and fiduciary services to individuals, families, institutions, and foundations. With our extensive knowledge and growing team of experts, we can help you secure your financial future with unique strategies and proven results. Let the experts at Busey Wealth management provide trusted advice and personalized solutions to navigate your unique needs and achieve your goals.

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