About
This app provides clients of a financial advisory firm secure access to their investment accounts and financial plans on their mobile devices. View asset balances, performance, net worth, and budget details. Easily contact your lead advisor for personalized financial management.
What's New in Marina Wealth
5.14.0
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
MoreFAQ
What is Marina Wealth?
Marina Wealth is a mobile application that serves as a client portal for Marina Wealth Advisors. It allows existing clients to access their financial accounts, investment performance, and financial plans directly from their mobile devices.
Is Marina Wealth free to use?
Yes, Marina Wealth is available for free download. However, access to the app requires users to be an existing client of Marina Wealth Advisors and have previously set up Client Portal access.
What financial information can I view on Marina Wealth?
You can view household and account information, asset balances, investment account performance, the probability of success of your financial plan, your full balance sheet, net worth statement, and check your budget, spending, and expenses.
How secure is Marina Wealth?
The app provides secure access to your client portal on your mobile device. Access requires prior setup with MWA Client Portal access, indicating a secure login process is in place.
Can I contact my advisor through Marina Wealth?
Yes, the app allows you to easily contact your lead advisor. This feature facilitates direct communication for managing your financial life.
What devices does Marina Wealth support?
Marina Wealth is supported on iPhone, iPad, and iPod devices. It is designed for users who prefer to manage their finances on Apple mobile devices.
How often is Marina Wealth updated?
The latest version of Marina Wealth is 5.14.0, last updated on September 6, 2024. This indicates regular updates to maintain functionality and security.
What is the age rating for Marina Wealth?
Marina Wealth has an age rating of 4+. This suggests the content is suitable for a wide audience, including younger users who may be exploring financial concepts with parental guidance.
