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Geometric Wealth Advisors' mobile client portal allows you to view account balances, performance data, and statements.
What's New in Geometric Wealth Advisors
5.19.0
May 28, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
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