# TriaGen Wealth

> TriaGen Wealth (iPhone/iPad app by TriaGen Wealth Management, LLC..)

- Source: https://appshunter.io/ios/app/triagen-wealth/id1560215530 (this page in markdown: same URL + `.md`)
- Developer: [TriaGen Wealth Management, LLC.](https://appshunter.io/developer/1560215532)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2021-03-25
- Data updated: 2025-12-01
- User reviews in markdown: https://appshunter.io/ios/app/triagen-wealth/id1560215530/reviews.md

## What is TriaGen Wealth?

This mobile app allows you to view your account information and financial plan. You'll be able to see your balance sheet, review your cash flow & check on your portfolio's performance.


## Version history (last 5 releases)

### 5.19.0 — 2025-05-30

- 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

### 5.16.0 — 2024-12-15

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-10

- 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

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.8 — 2024-03-19

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2025-12-01.*