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
More5.9.0
April 11, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.6.4
January 2, 2024
- Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
More5.5.2
September 6, 2023
Bug fixes and performance updates
5.4.0
February 7, 2023
Bug fixes and performance updates
5.3.3
January 5, 2023
Bug fixes and performance updates
4.1.2
April 23, 2019
Updated Logos
4.1.1
April 16, 2019
Updated Logos
4.1.0
June 13, 2018
This mobile application from Willow Creek Wealth Management, Inc. allows you to view account valuation and reporting information for authorized clients, in an application developed specifically for mobile devices.
More4.0.0
October 20, 2017
-Forgot Password -Cloud Storage -Commentary -Fixes account display
MoreYes, there is an iPad version available for Willow Creek Mobile Advisor.
Willow Creek Financial Services, Inc. launched the Willow Creek Mobile Advisor app.
The minimum supported iOS version for the app is 13.4.
5 out of 5 is the fantastic rating that Willow Creek Mobile Advisor has received from users.
The App Category Of Willow Creek Mobile Advisor Is Finance.
5.14.0 is the most recent version of Willow Creek Mobile Advisor.
Willow Creek Mobile Advisor updated on November 30, 2024.
The specific date when the app came out was February 5, 2023.
No objectionable content, suitable for young children.
Currently, Willow Creek Mobile Advisor supports English.
No, Willow Creek Mobile Advisor is not on Apple Arcade.
No, Willow Creek Mobile Advisor does not support in-app purchases.
Sorry, Willow Creek Mobile Advisor is not designed for integration with Apple Vision Pro.
No, there are no commercial ads in Willow Creek Mobile Advisor.