About Precision Wealth Strategies
This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team Version History - Managed account Performance Details - Ability to add manual accounts to portal - Clients may...
This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team
Version History - Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes 5.16.0 12/14/2024 - 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 11/02/2024 Bug fixes and performance updates 4.4.0 10/19/2021 Updated Splashscreen 4.1.1 06/13/2019 4.1.0 06/08/2019
Previous Versions
Here you can find the changelog of Precision Wealth Strategies since it was posted on our website on 2023-09-06 23:34:15.
The latest version is 5.16.0 and it was updated on 2026-06-10 16:32:05. See below the changes in each version.
Precision Wealth Strategies version 5.16.0
Updated At: 2026-06-10
Changes: Version History - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.16.0 12/14/2024 - 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 11/02/2024 Bug fixes and performance updates 4.4.0 10/19/2021 Updated Splashscreen 4.1.1 06/13/2019 4.1.0 06/08/2019
Precision Wealth Strategies version 5.16.0
Updated At: 2024-12-14
Changes: - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
Precision Wealth Strategies version 5.16.0
Updated At: 2024-12-14
Changes: Dec 14, 2024
Version 5.16.0
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
Precision Wealth Strategies version 4.4.0
Updated At: 2021-10-19
Changes: Oct 19, 2021
Version 4.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
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