About Marks Wealth
This app has many features that clients will be able to view from their cell phone or tablet. There will be more features to come in the as time goes on. Current Features: Custodian Statements (Schwab) Performance...
This app has many features that clients will be able to view from their cell phone or tablet. There will be more features to come in the as time goes on. Current Features: Custodian Statements (Schwab) Performance Reporting Current investment holdings Portfolio Value
Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Previous Versions
Here you can find the changelog of Marks Wealth since it was posted on our website on 2023-09-06 18:08:21.
The latest version is 5.9.0 and it was updated on 2024-04-22 09:37:18. See below the changes in each version.
Marks Wealth version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Marks Wealth version 5.6.5
Updated At: 2024-01-29
Changes: Jan 29, 2024
Version 5.6.5
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
Marks Wealth version 5.5.2
Updated At: 2023-09-07
Changes: Sep 7, 2023
Version 5.5.2
Bug fixes and performance enhancements.
Marks Wealth version 5.4.0
Updated At: 2023-02-06
Changes: Feb 6, 2023
Version 5.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
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