About Marina Wealth
Marina Wealth Advisors (MWA) is a fee-only financial planning and investment management firm for high net worth individuals. You want to spend time with family and create more wealth - we’re here to take the stress of...
Marina Wealth Advisors (MWA) is a fee-only financial planning and investment management firm for high net worth individuals. You want to spend time with family and create more wealth - we’re here to take the stress of managing your investments and financial life off your hands. You deserve experienced advisors that are unquestionably competent and capable. We are your personal CFO. This mobile app gives clients of MWA the ability to access their client portal on their mobile device. Clients can view household and account information, view asset balances, see performance of investment accounts, view the probability of success of their financial plan, view their full balance sheet and net worth statement, check their budget, spending, and expenses, and easily contact their lead advisor. Access to the mobile app requires users to be a client of MWA and to be set up previously with MWA Client Portal access. For more information about MWA or to inquire about becoming a client of MWA’s planning and investment management services, contact us at
[email protected].
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 09/06/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/11/2024 Bug fixes and performance enhancements. 5.5.3 09/07/2023 Bug fixes and performance updates 5.4.0 02/09/2023 Bug fixes and performance updates 5.2.18 06/25/2022 -Added ability to filter in the Positions view -Fixed bug in which Performance was not hiding when disabled 5.2.7 08/26/2021 - Access to the Document Vault - Add a Net Worth and Balance Sheet view - Bug fixes with Reset Password 5.2.4 07/29/2021 5.2.2 06/17/2021
Previous Versions
Here you can find the changelog of Marina Wealth since it was posted on our website on 2023-07-05 19:48:09.
The latest version is 5.14.0 and it was updated on 2026-06-16 00:42:57. See below the changes in each version.
Marina Wealth version 5.14.0
Updated At: 2026-06-16
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 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/11/2024 Bug fixes and performance enhancements. 5.5.3 09/07/2023 Bug fixes and performance updates 5.4.0 02/09/2023 Bug fixes and performance updates 5.2.18 06/25/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.7 08/26/2021 - Access to the Document Vault
- Add a Net Worth and Balance Sheet view
- Bug fixes with Reset Password 5.2.4 07/29/2021 5.2.2 06/17/2021
Marina Wealth version 5.14.0
Updated At: 2024-09-06
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
Marina Wealth version 5.14.0
Updated At: 2024-09-06
Changes: Sep 6, 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
Marina Wealth version 5.9.0
Updated At: 2024-04-11
Changes: Apr 11, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Marina Wealth version 5.5.3
Updated At: 2023-09-07
Changes: Sep 7, 2023
Version 5.5.3
Bug fixes and performance enhancements.
Marina Wealth version 5.4.0
Updated At: 2023-02-09
Changes: Feb 9, 2023
Version 5.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
We do not host Marina Wealth 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 Marina Wealth 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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