About Whelan Financial
Access your Whelan Financial Client Portal on your mobile device! View your portfolio balances, performance, quarterly statements, and more...anytime. Version History - Transactions changing to activity tab for managed...
Access your Whelan Financial Client Portal on your mobile device! View your portfolio balances, performance, quarterly statements, and more...anytime.
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 - Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes 5.19.0 06/02/2025 - 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 12/15/2024 - 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 5.14.0 09/07/2024 - 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 updates 5.4.0 02/15/2023 Bug fixes and performance updates 5.3.1 10/11/2022 Updated Logo 4.4.2 12/02/2021 Updated Icon 4.4.1 11/20/2021 Updated logo 4.4.0 10/14/2021 4.1.0 01/08/2020
Previous Versions
Here you can find the changelog of Whelan Financial since it was posted on our website on 2023-09-25 11:12:01.
The latest version is 5.22.1 and it was updated on 2026-06-11 23:19:23. See below the changes in each version.
Whelan Financial version 5.22.1
Updated At: 2026-06-11
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 - Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes 5.19.0 06/02/2025 - 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 12/15/2024 - 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 5.14.0 09/07/2024 - 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 updates 5.4.0 02/15/2023 Bug fixes and performance updates 5.3.1 10/11/2022 Updated Logo 4.4.2 12/02/2021 Updated Icon 4.4.1 11/20/2021 Updated logo 4.4.0 10/14/2021 4.1.0 01/08/2020
Whelan Financial 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
Whelan Financial version 5.19.0
Updated At: 2025-06-02
Changes: - Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
Whelan Financial version 5.19.0
Updated At: 2025-06-02
Changes: Jun 2, 2025
Version 5.19.0
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
Whelan Financial version 5.16.0
Updated At: 2024-12-15
Changes: Dec 15, 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
Whelan Financial version 5.14.0
Updated At: 2024-09-07
Changes: Sep 7, 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
Whelan Financial 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
Whelan Financial version 5.5.2
Updated At: 2023-09-06
Changes: Sep 6, 2023
Version 5.5.2
Bug fixes and performance updates
Disclaimer
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