Old Town Advisors

Old Town Advisors

Rating summary

Details about Old Town Advisors

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Developer of Old Town Advisors

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Version History of Old Town Advisors

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.

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1.81

August 15, 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

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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

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1.77

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

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1.76

January 20, 2024

* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes

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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.

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1.73

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

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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

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Price History of Old Town Advisors

Description of Old Town Advisors

The Old Town Advisors Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Old Town Advisors Team in a simple, elegant interface. Requirements: You need to be a client of Old Town Advisors that has been enabled for the app. If you would like to request access, please contact your Old Town Advisors Team.

Old Town Advisors: FAQ

Is Old Town Advisors optimized for iPad devices?

Yes, Old Town Advisors has support for iPad devices.

Who developed the Old Town Advisors app?

The Old Town Advisors app was launched by Old Town Advisors, LLC.

What’s the minimum iOS version supported by the Old Town Advisors app?

Old Town Advisors minimum iOS requirement is iOS 12.4.

What is the overall user rating for Old Town Advisors?

Currently, the Old Town Advisors app has no user ratings.

What’s the app category of Old Town Advisors?

The Main Genre Of The Old Town Advisors App Is Finance.

What is the newest version of Old Town Advisors?

The latest version of the Old Town Advisors app is 1.82.

What date was the latest Old Town Advisors update released?

The last update for Old Town Advisors was on September 20, 2024.

What is the exact date the Old Town Advisors app came out?

Old Town Advisors was first released on June 14, 2023.

What is the age rating of Old Town Advisors?

This app is appropriate for all ages, with no offensive or inappropriate content.

What are the languages supported by Old Town Advisors?

Old Town Advisors is available in English.

Does Apple Arcade offer Old Town Advisors as part of its collection?

No, Old Town Advisors is not featured on Apple Arcade.

Can I make in-app purchases within Old Town Advisors?

No, Old Town Advisors does not include options for in-app purchases.

Can I use Old Town Advisors with Apple Vision Pro?

No, you cannot use Old Town Advisors with Apple Vision Pro.

Can I expect ads while using Old Town Advisors?

No, you can not expect ads while using Old Town Advisors.

Screenshots of Old Town Advisors

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