About
Access your financial account details, view balances, and connect with your advisor directly through this mobile application. It provides a convenient way to manage your wealth on the go.
What's New in Tradition Wealth Management
5.14.0
September 7, 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 Tradition Wealth Management used for?
Tradition Wealth Management is a mobile application designed for users to view their account information and balances. It also facilitates easy communication with their financial advisor.
Is Tradition Wealth Management free to use?
Yes, Tradition Wealth Management is available for free download and use. There are no associated costs to access its core features.
What devices does Tradition Wealth Management support?
Tradition Wealth Management is compatible with iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.
How secure is Tradition Wealth Management?
While specific security measures are not detailed, financial management apps typically employ industry-standard security protocols to protect user data and account information. Users should always ensure they are using a secure network.
How often is Tradition Wealth Management updated?
The app was last updated on September 7, 2024, with version 5.14.0. This indicates a commitment to regular updates and maintenance by the developer.
What is the user rating for Tradition Wealth Management?
Tradition Wealth Management has received an excellent rating of 5.0 stars from one user review. This suggests a very positive initial user experience.
Does Tradition Wealth Management have ads?
No, Tradition Wealth Management does not contain advertisements. It is a completely ad-free experience for users.
