5.14.1
September 24, 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
More5.14.0
September 6, 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
More5.13.2
July 3, 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
More5.9.0
April 10, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.5.2
September 7, 2023
Bug fixes and performance enhancements.
5.4.4
July 19, 2023
Yes, OneWealth offers an iPad version.
OneWealth was released by One Wealth Management Investment And Advisory Services, LLC.
OneWealth minimum iOS requirement is iOS 13.4.
OneWealth has an impressive rating of 5 out of 5, indicating that it is a top-quality app.
The App Genre Of The Onewealth App Is Finance.
5.14.1 is the most recent version of the OneWealth app.
The latest OneWealth app update was released on September 29, 2024.
OneWealth was first made available on July 11, 2024.
Safe for kids, with no inappropriate or mature content.
OneWealth is now available to use in English.
Sorry, OneWealth is not part of Apple Arcade.
No, OneWealth is not eligible for in-app purchases.
Unfortunately, OneWealth is not fully compatible with Apple Vision Pro.
No, you can not expect ads while using OneWealth.