WealthBuilder Planning5.19.0 - App Store
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Official App Store Link
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Publisher Description
WealthBuilder Planning. View your financial life. Anytime. Anywhere. Viewing your financial life in the WealthBuilder Planning software is just the first step of the planning process. If you are a paid subscriber, our fiduciary advisors will help you analyze, implement and monitor your financial plan, while giving you flexibility to adjust your plan based on changes in your circumstances. Request free access to WealthBuilder Planning at www.wealthbuilderplanning.com
Version History - 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 05/29/2025 - 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 12/13/2024 - 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 09/10/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/09/2024 - 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 5.6.8 03/08/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance updates 5.4.0 02/11/2023 Bug fixes and performance updates 5.2.18 06/25/2022 Bug fixes and performance updates 5.2.15 03/08/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.7 08/26/2021 -Performance screen, ability to compare your accounts versus benchmarks
-Details for manual accounts (added via Orion Planning)
-Bug fixes to biometric authentication
-Changed some layouts to better handle large fonts
-Fixes regarding the search function in the Transaction screen 5.2.1 05/14/2021 5.1.0 03/11/2021
