First Bank & Trust Wealth

Finance

Free

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Details about First Bank & Trust Wealth

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

July 31, 2022
September 30, 2024
12.4+
4+
123.4MB
iPhone, iPad, iPod
English

Developer of First Bank & Trust Wealth

First Bank & Trust (SD/MN)

⭐️5 / 5

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Version History of First Bank & Trust Wealth

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 12, 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 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

Description of First Bank & Trust Wealth

The First Bank & Trust Wealth Management mobile application enables authorized First Bank & Trust Wealth Management clients to access portfolio data, account holdings, statements, transactions, and performance if applicable, in a simple, easy-to-use interface. Requirements: User needs to be a First Bank & Trust Wealth Management client who has been authorized. To request access, please contact First Bank & Trust Wealth Management.