About Hohimer Wealth
This app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES . Interactive dashboard showing you your complete...
This app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES . Interactive dashboard showing you your complete portfolio. . Dynamic reports with current investment information. . Document vault for securely sending and receiving files with your wealth advisor. . And more!
Version History - 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 5.14.2 10/26/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/06/2023 Bug fixes and performance updates 5.5.0 08/22/2023 Bug fixes and performance updates 5.4.0 02/09/2023 Bug fixes and performance updates 5.2.18 06/24/2022 -Added ability to filter in the Positions view -Fixed bug in which Performance was not hiding when disabled 5.2.8 09/15/2021 4.1.0 11/16/2019
Previous Versions
Here you can find the changelog of Hohimer Wealth since it was posted on our website on 2023-09-06 18:07:47.
The latest version is 5.14.2 and it was updated on 2026-06-23 21:26:54. See below the changes in each version.
Hohimer Wealth version 5.14.2
Updated At: 2026-06-03
Changes: Version History - 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 5.14.2 10/26/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/06/2023 Bug fixes and performance updates 5.5.0 08/22/2023 Bug fixes and performance updates 5.4.0 02/09/2023 Bug fixes and performance updates 5.2.18 06/24/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.8 09/15/2021 4.1.0 11/16/2019
Hohimer Wealth version 5.14.2
Updated At: 2024-10-26
Changes: Oct 26, 2024
Version 5.14.2
- 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
Hohimer Wealth version 5.14.2
Updated At: 2024-10-26
Changes: - 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
Hohimer Wealth version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Hohimer Wealth version 5.5.2
Updated At: 2023-09-06
Changes: Sep 6, 2023
Version 5.5.2
Bug fixes and performance enhancements.
Hohimer Wealth version 5.5.0
Updated At: 2023-08-22
Changes: Aug 22, 2023
Version 5.5.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
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