GBM Wealth

GBM Wealth

Rating summary

Details about GBM Wealth

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages
  • April 28, 2022
  • September 20, 2024
  • 13.4+
  • 4+
  • 37.33MB
  • iPhone, iPad, iPod
  • American English

Features

Developer of GBM Wealth

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Version History of GBM Wealth

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

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5.13.1

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

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5.5.2

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

Price History of GBM Wealth

Description of GBM Wealth

For GBM Wealth Management clients, an efficient and detailed tool to access and manage investment accounts. This mobile application allows clients to securely view their total wealth, making it easy to consolidate in a snapshot all the total portfolio on an aggregated basis or by individual account.

GBM Wealth: FAQ

Does GBM Wealth work on iPads?

Yes, GBM Wealth supports iPad devices.

Who is behind the development of the GBM Wealth app?

GBM Wealth Management, Inc. is the developer of the GBM Wealth app.

What is the minimum supported iOS version for GBM Wealth?

The app needs iOS 13.4 or later to function properly.

What is the current app rating of GBM Wealth?

GBM Wealth has not received any user ratings yet.

What’s the genre of the GBM Wealth app?

The App Genre Of Gbm Wealth Is Finance.

What is the latest version of GBM Wealth?

The latest GBM Wealth version released is 5.14.0.

When was the last update for GBM Wealth released?

The latest GBM Wealth update came out on September 20, 2024.

When was GBM Wealth introduced to the market?

GBM Wealth launched on February 6, 2023.

What is the content advisory rating of GBM Wealth?

The GBM Wealth app is suitable for children aged GBM Wealth Management, Inc..

What languages does the GBM Wealth app support?

The GBM Wealth app is now available in American English.

Can I find GBM Wealth within Apple Arcade's selection of games?

Sorry, GBM Wealth is not available on Apple Arcade.

Are in-app purchases available within GBM Wealth?

Sorry, in-app purchases are not accessible within GBM Wealth.

Is GBM Wealth optimized for use with Apple Vision Pro?

Unfortunately, GBM Wealth is not optimized for use with Apple Vision Pro.

Are there commercial ads in GBM Wealth?

No, there are no commercial ads in GBM Wealth.

Screenshots of GBM Wealth

iphone
ipad

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