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Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 5.22.1
- 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
Description
The Merlin Portal mobile app allows Merlin Asset Management clients to view account information, balances, and performance.
Accessibility
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Version history 10 versions
Build 882214400v5.22.12026-02-06 16:54:59
- 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
Build 872063668v5.17.02025-01-27 23:57:33
- 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
Build 868792179v5.14.02024-09-05 23:08:25
- 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
Build 865052430v5.9.02024-04-09 07:58:21
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 862078978v5.6.42023-12-08 22:06:53
- 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
Build 858735416v5.5.22023-09-07 18:26:52
Bug fixes and performance enhancements.
Build 852572829v5.4.02023-02-11 04:38:29
Bug fixes and performance updates
Build 852204670v5.3.02022-09-15 17:55:16
Bug fixes and performance updates
Build 823889837v3.3.02017-10-03 22:13:42
- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display
Build 822965810v3.2.52017-07-26 17:58:07
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 1 | 5.0 | 5.22.1 |
Change log 13 changes · US
✎
releaseNotes updated
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
-
✎
description updated
The Merlin Portal mobile app allows Merlin Asset Management clients to view account information, balances, and performance.
✎
name updated
Merlin Portal
◆
Version 5.22.1 released
- 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
◆
Version 5.17.0 released
- 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 p
◆
Version 5.14.0 released
- 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 performanc
◆
Version 5.9.0 released
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
◆
Version 5.6.4 released
- 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
◆
Version 5.5.2 released
Bug fixes and performance enhancements.
◆
Version 5.4.0 released
Bug fixes and performance updates
◆
Version 5.3.0 released
Bug fixes and performance updates
◆
Version 3.3.0 released
- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display
◆
Version 3.2.5 released