Free
Rating summary
About
The Mobile app allows clients to access their account information, view portfolio information, and share documents with their advisor.
What's New in IVC Wealth
5.23.0
July 19, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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