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Provenance Wealth Advisors mobile app is designed to provide an easy to access 360-degree overview of your current financial affairs and financial planning. It allows you to view account information, balances and monitor your financial planning.
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What's New in Provenance Wealth Advisors
5.20.2
October 15, 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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