Annex Wealth Management

Annex Wealth Management

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Details about Annex Wealth Management

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

Developer of Annex Wealth Management

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Version History of Annex 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.

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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

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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

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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

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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 11, 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 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

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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 Annex Wealth Management

Description of Annex Wealth Management

The Annex Wealth Management App provides Annex Wealth Management clients  mobile secure access to their accounts, along with tools they can use to stay informed and secure. Everything from account and secure vault access to the latest update from Annex is available in the app. Requirements: In order to access your account, you’ll need your username and password you typically use to access your account from our Client Website. If you have questions about access, contact Annex Wealth Management.

Annex Wealth Management: FAQ

Is Annex Wealth Management compatible with the iPad?

Yes, Annex Wealth Management works on iPads.

Who is behind the development of the Annex Wealth Management app?

The creator of Annex Wealth Management is Annex Wealth Management, LLC.

What is the minimum supported iOS version for Annex Wealth Management?

The app needs iOS 12.4 or later to function properly.

What is the current app rating of Annex Wealth Management?

The rating of 5 out of 5 that Annex Wealth Management has received from users is outstanding.

What category of app is Annex Wealth Management?

The Annex Wealth Management App Relates To The Finance Genre.

What’s the current version of the Annex Wealth Management app?

The current version of Annex Wealth Management is 1.82.

When was the last update for Annex Wealth Management released?

September 18, 2024 is the date of the latest Annex Wealth Management update.

When was Annex Wealth Management introduced to the market?

Annex Wealth Management was introduced to the market on February 6, 2023.

What is the recommended age for Annex Wealth Management?

Contains nothing objectionable, appropriate for all ages.

What are the languages offered by the Annex Wealth Management app?

Annex Wealth Management can be used in English.

Does Apple Arcade offer Annex Wealth Management as part of its collection?

No, Annex Wealth Management is not featured on Apple Arcade.

Can I make in-app purchases within Annex Wealth Management?

No, Annex Wealth Management does not include options for in-app purchases.

Is Annex Wealth Management specifically engineered for Apple Vision Pro compatibility?

Sorry, Annex Wealth Management is not specifically engineered for compatibility with Apple Vision Pro.

Does Annex Wealth Management use ad-based monetization?

No, Annex Wealth Management does not use ad-based monetization.

Screenshots of Annex Wealth Management

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ipad

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