5.14.0
September 10, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
More5.13.1
May 29, 2024
- Bug fixes - Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app - Clients will now have the same experience in mobile as the web client portal - Custom built video statements within the Document Vault are now accessible via mobile app - Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
More5.5.2
September 6, 2023
Bug fixes and performance enhancements.
5.4.0
February 9, 2023
Bug fixes and performance updates
5.2.18
June 24, 2022
Bug fixes and performance updates
5.2.17
April 28, 2022
Yes, GBM Wealth supports iPad devices.
GBM Wealth Management, Inc. is the developer of the GBM Wealth app.
The app needs iOS 13.4 or later to function properly.
GBM Wealth has not received any user ratings yet.
The App Genre Of Gbm Wealth Is Finance.
The latest GBM Wealth version released is 5.14.0.
The latest GBM Wealth update came out on September 20, 2024.
GBM Wealth launched on February 6, 2023.
The GBM Wealth app is suitable for children aged GBM Wealth Management, Inc..
The GBM Wealth app is now available in American English.
Sorry, GBM Wealth is not available on Apple Arcade.
Sorry, in-app purchases are not accessible within GBM Wealth.
Unfortunately, GBM Wealth is not optimized for use with Apple Vision Pro.
No, there are no commercial ads in GBM Wealth.