About James Inv
James Investment Client Access - Mobile App 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...
James Investment Client Access - Mobile App
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 5.14.0 09/10/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 - 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 5.6.6 02/20/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance updates 5.4.0 02/10/2023 Bug fixes and performance updates 5.2.18 06/24/2022 5.2.13 02/16/2022
Previous Versions
Here you can find the changelog of James Inv since it was posted on our website on 2024-02-16 09:41:40.
The latest version is 5.14.0 and it was updated on 2026-06-14 11:56:06. See below the changes in each version.
James Inv version 5.14.0
Updated At: 2026-06-14
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 5.14.0 09/10/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 - 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 5.6.6 02/20/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance updates 5.4.0 02/10/2023 Bug fixes and performance updates 5.2.18 06/24/2022 5.2.13 02/16/2022
James Inv version 5.14.0
Updated At: 2024-09-10
Changes: Sep 10, 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
James Inv version 5.14.0
Updated At: 2024-09-10
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
James Inv 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
James Inv version 5.6.6
Updated At: 2024-02-20
Changes: Feb 20, 2024
Version 5.6.6
- 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
James Inv version 5.5.2
Updated At: 2023-09-07
Changes: Sep 7, 2023
Version 5.5.2
Bug fixes and performance enhancements.
Disclaimer
Official App Store Link
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