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Fiducient Advisors 1.78 - App Store




About Fiducient Advisors

The Fiducient Advisors mobile phone application enables authorized Fiducient Advisors clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Fiducient Advisors client authorized...

The Fiducient Advisors mobile phone application enables authorized Fiducient Advisors clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Fiducient Advisors client authorized for the phone application. To request access, please contact your Fiducient Advisors primary contact.

Apr 22, 2024
Version 1.78
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability



Previous Versions

Here you can find the changelog of Fiducient Advisors since it was posted on our website on 2023-09-25 11:12:03. The latest version is 1.78 and it was updated on 2024-04-27 14:17:55. See below the changes in each version.

Fiducient Advisors version 1.78
Updated At: 2024-04-22
Changes: Apr 22, 2024 Version 1.78 * Improved the activity summary chart located in the account details * Updated Allocation Dashboard logic for a consistent experience * Enhanced the Dashboard: Gain/Loss performance and stability
Fiducient Advisors version 1.77
Updated At: 2024-03-08
Changes: Mar 8, 2024 Version 1.77 * Updating advisor login interface featuring an improved navigation menu * Improving advisor communication through the introduction of Timeline and Vault functionalities * Enhancing advisor navigation for seamless transitions between various clients
Fiducient Advisors version 1.76
Updated At: 2024-01-20
Changes: Jan 20, 2024 Version 1.76 * Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes
Fiducient Advisors version 1.75
Updated At: 2023-12-09
Changes: Dec 9, 2023 Version 1.75 * Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard
Fiducient Advisors version 1.74
Updated At: 2023-10-28
Changes: Oct 28, 2023 Version 1.74 * RightCapital financial planning integration available for the mobile app. * Innotrust statement integration now supported within the client’s vault. * Improved performance and stability within the Dashboard section of the app.
Fiducient Advisors version 1.73
Updated At: 2023-09-17
Changes: Sep 17, 2023 Version 1.73 * Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins


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Disclaimer

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Updated At: 2024-04-27 14:17:55
Publisher: DiMeo Schneider & Associates, L.L.C.
Operating System: IOS
License Type: Free