About The Legacy Wealth App
The Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client Apr 22, 2024 Version
The Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface.
Requirements: You need to be a Legacy Wealth client
Apr 22, 2024
Version 1.78
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
Previous Versions
Here you can find the changelog of The Legacy Wealth App since it was posted on our website on 2022-03-15 00:03:24.
The latest version is 1.78 and it was updated on 2024-04-26 15:34:27. See below the changes in each version.
The Legacy Wealth App version 1.78
Updated At: 2024-04-22
Changes: Apr 22, 2024
Version 1.78
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
The Legacy Wealth App version 1.77
Updated At: 2024-03-09
Changes: Mar 9, 2024
Version 1.77
* Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients
The Legacy Wealth App version 1.76
Updated At: 2024-02-01
Changes: Feb 1, 2024
Version 1.76
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
The Legacy Wealth App version 1.75
Updated At: 2023-12-09
Changes: Dec 9, 2023
Version 1.75
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
The Legacy Wealth App version 1.74
Updated At: 2023-10-28
Changes: Oct 28, 2023
Version 1.74
* RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app.
The Legacy Wealth App version 1.73
Updated At: 2023-10-03
Changes: Oct 3, 2023
Version 1.73
* Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins
The Legacy Wealth App version 1.71
Updated At: 2023-07-29
Changes: Jul 29, 2023
Version 1.71
* Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic
The Legacy Wealth App version 1.69
Updated At: 2023-06-12
Changes: Jun 12, 2023
Version 1.69
* Improved Performance Card to be able to support Additional Benchmark functionality.
* Enhanced loggings to be able to provide additional support for our mobile users.
* Bug Fixes
The Legacy Wealth App version 1.67
Updated At: 2023-04-22
Changes: Apr 22, 2023
Version 1.67
Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks.
Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users.
Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience
The Legacy Wealth App version 1.65
Updated At: 2023-03-04
Changes: Mar 4, 2023
Version 1.65
- Bug fixes
Disclaimer
Official App Store Link
We do not host The Legacy Wealth App on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for The Legacy Wealth App is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
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