About Warburton
A new and improved mobile experience for the clients of Warburton Capital Management, a wealth management and financial advisory firm in Tulsa, Oklahoma. View your account information, track investment performance,...
A new and improved mobile experience for the clients of Warburton Capital Management, a wealth management and financial advisory firm in Tulsa, Oklahoma. View your account information, track investment performance, contact a financial advisor, and access statements in a streamlined application.
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 04/11/2024 Bug fixes and performance updates 5.5.2 09/06/2023 Bug fixes and performance enhancements. 5.4.4 06/28/2023 4.1.0 02/13/2020
Previous Versions
Here you can find the changelog of Warburton since it was posted on our website on 2023-09-06 17:52:00.
The latest version is 5.14.0 and it was updated on 2026-06-10 11:48:29. See below the changes in each version.
Warburton version 5.14.0
Updated At: 2026-06-10
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 04/11/2024 Bug fixes and performance updates 5.5.2 09/06/2023 Bug fixes and performance enhancements. 5.4.4 06/28/2023 4.1.0 02/13/2020
Warburton 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
Warburton 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
Warburton 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
Warburton version 5.5.2
Updated At: 2023-09-06
Changes: Sep 6, 2023
Version 5.5.2
Bug fixes and performance updates
Warburton version 5.4.4
Updated At: 2023-06-28
Changes: Jun 28, 2023
Version 5.4.4
Bug fixes and performance enhancements.
Disclaimer
Official App Store Link
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