Free
Legacy Wealth Management Group
⭐️5 / 5
Rating
🙌2
Ratings
📼3 scs
Content
📦~ in 1 month
Updates frequency
🗣❌ unsupported
Your locale
- Versions
- Price History
- Description
- FAQ
All Versions of Legacy Wealth Management Group
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
More1.78
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
More1.77
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
More1.76
January 20, 2024
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
More1.75
December 9, 2023
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
More1.74
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.
More1.73
October 3, 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
More1.71
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
More1.69
June 11, 2023
* Improved Performance Card to be able to support Additional Benchmark functionality.
* Enhanced loggings to be able to provide additional support for our mobile users.
* Bug Fixes
More1.67
April 22, 2023
Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks.
Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users.
Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience
MorePrice History of Legacy Wealth Management Group
Description of Legacy Wealth Management Group
The Legacy Wealth Management Group phone application enables our clients to access in depth portfolio performance data in a simple, elegant interface. View all your financial accounts in one place, staying informed on daily and historical performance. We were founded for one simple reason; so that our team members can help families with their financial needs and to make genuine client service the core of every relationship. This application is a part of that mission, with more and more organizations trying to minimize the service they deliver to their customers, we have decided that we want to continue the traditional service model where there is frequent client interaction and a desire to truly understand our client’s life. Our app provides one more way for our clients to be involved with the management of their accounts. At Legacy we believe that it’s not just a plan for your money, it’s plan for your life. Our application is available to all Legacy Wealth Management Group clients, if you are an existing client and would like to like to request access to the application please contact the Legacy Team, please contact us through lyncburglegacy.com or talk to your Legacy financial advisor.
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Legacy Wealth Management Group: FAQ
Yes, Legacy Wealth Management Group supports iPad devices.
The Legacy Wealth Management Group app was created by Legacy Wealth Management Group, Inc.
The minimum supported iOS version for the Legacy Wealth Management Group app is iOS 12.4.
The Legacy Wealth Management Group app has a user rating of 5.0.
The App Genre Of Legacy Wealth Management Group Is Finance.
The latest version of Legacy Wealth Management Group is 1.80.
The latest Legacy Wealth Management Group update came out on July 8, 2024.
Legacy Wealth Management Group launched on February 6, 2023.
The Legacy Wealth Management Group app is suitable for children aged Legacy Wealth Management Group, Inc.
The Legacy Wealth Management Group app is now available in English.
Sorry, Legacy Wealth Management Group is not available on Apple Arcade.
Sorry, in-app purchases are not accessible within Legacy Wealth Management Group.
Unfortunately, Legacy Wealth Management Group is not optimized for use with Apple Vision Pro.
