About OnePoint BFG
OnePoint BFG Wealth Client Portal Version History - Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics...
OnePoint BFG Wealth Client Portal
Version History - Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes 5.22.1 Feb 5 - iOS permission message enhancement 5.20.4 11/10/2025 - 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 5.14.0 09/11/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/09/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/09/2023 Bug fixes and performance updates 5.2.18 06/23/2022 -Added ability to filter in the Positions view -Fixed bug in which Performance was not hiding when disabled 5.2.7 08/28/2021 -Performance screen, ability to compare your accounts versus benchmarks -Details for manual accounts (added via Orion Planning) -Bug fixes to biometric authentication -Changed some layouts to better handle large fonts -Fixes regarding the search function in the Transaction screen 5.2.1 05/11/2021 4.1.0 01/03/2019
Previous Versions
Here you can find the changelog of OnePoint BFG since it was posted on our website on 2023-09-06 19:09:45.
The latest version is 5.22.1 and it was updated on 2026-06-24 13:23:39. See below the changes in each version.
OnePoint BFG version 5.22.1
Updated At: 2026-06-03
Changes: Version History - Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes 5.22.1 Feb 5 - iOS permission message enhancement 5.20.4 11/10/2025 - 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 5.14.0 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/09/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/09/2023 Bug fixes and performance updates 5.2.18 06/23/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.7 08/28/2021 -Performance screen, ability to compare your accounts versus benchmarks
-Details for manual accounts (added via Orion Planning)
-Bug fixes to biometric authentication
-Changed some layouts to better handle large fonts
-Fixes regarding the search function in the Transaction screen 5.2.1 05/11/2021 4.1.0 01/03/2019
OnePoint BFG version 5.22.1
Updated At: 2026-02-05
Changes: - Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
OnePoint BFG version 5.14.0
Updated At: 2024-09-11
Changes: Sep 11, 2024
Version 5.14.0
- 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
OnePoint BFG version 5.9.0
Updated At: 2024-04-09
Changes: Apr 9, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
OnePoint BFG version 5.5.2
Updated At: 2023-09-05
Changes: Sep 5, 2023
Version 5.5.2
Bug fixes and performance enhancements.
Disclaimer
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