About Variant PW
Allows our clients to get anytime, anywhere access to there portfolio holdings, allocations, balances and performance. Provides contact information for your advisor at Variant Private Wealth. Version History -...
Allows our clients to get anytime, anywhere access to there portfolio holdings, allocations, balances and performance. Provides contact information for your advisor at Variant Private Wealth.
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 7 - 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 5.17.0 02/12/2025 Bug fixes and performance updates 4.4.0 09/02/2021 This update from Apple will improve the functionality of this app. No new features are included. Allows our clients to get anytime, anywhere access to there portfolio holdings, allocations, balances and performance. Provides contact information for your advisor at Variant Private Wealth. 4.1.0 06/19/2018 4.0.0 12/29/2017
Previous Versions
Here you can find the changelog of Variant PW since it was posted on our website on 2024-02-12 19:10:50.
The latest version is 5.22.1 and it was updated on 2026-06-24 11:37:33. See below the changes in each version.
Variant PW 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 7 - 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 5.17.0 02/12/2025 Bug fixes and performance updates 4.4.0 09/02/2021 This update from Apple will improve the functionality of this app. No new features are included.
Allows our clients to get anytime, anywhere access to there portfolio holdings, allocations, balances and performance. Provides contact information for your advisor at Variant Private Wealth. 4.1.0 06/19/2018 4.0.0 12/29/2017
Variant PW version 5.22.1
Updated At: 2026-02-07
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
Variant PW version 5.17.0
Updated At: 2025-02-12
Changes: Feb 12, 2025
Version 5.17.0
- 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
Variant PW version 4.4.0
Updated At: 2021-09-02
Changes: Sep 2, 2021
Version 4.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
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