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Advisor Mobile

mydesq AG

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Age Rating

Years

Developer

mydesq AG

Language

+4 More

Size

60.5

Information

Apple ID1317286405

Bundle IDcom.mydesq.mydesqadvisorphone

SellerSeller

Min iOS12.0

Min macOS11.0

Device familiesiphone, ipod

Released2017-11-29

Privacy policyLink ↗

Preview 1 platform

iPhone 7 images

What’s New Version 1.8.1

This update brings performance enhancements, bug fixes, and UI improvements for an optimized user experience.

Description

Advisor Online stands as a cutting-edge application designed exclusively for Wealth Management professionals, including Asset Managers, Wealth Managers, and Compliance Officers. This software seamlessly integrates essential functionalities such as CRM, Portfolio Management System, Market Data, Investment Proposals, and Business Intelligence. Acting as a comprehensive Wealth Management tool, it meticulously monitors both hardware and software assets, aggregating vital inventory, financial, and contractual data. The application empowers asset managers with advanced portfolio planning capabilities, ensuring efficient synchronisation of holdings and instruments to meet organisational needs. With a cloud-based architecture, it guarantees a streamlined user experience, providing swift insights into asset usage across the network. The platform boasts a centralised asset database, complemented by world-class customer support and secure access to the asset management system, making Advisor Online a reliable and user-friendly solution for wealth management companies.

Accessibility

ipadiphonemacrealityDevicetvoswatch

Version history 25 versions

Build 863645397v1.8.12024-02-08 15:42:50

This update brings performance enhancements, bug fixes, and UI improvements for an optimized user experience.

Build 854947187v1.8.02023-12-05 00:03:49

-Bug fixes on allocation.

Build 846974512v1.7.92022-02-03 10:49:59

Performance enhancement, app optimization on multiple client modules.

Build 844990236v1.7.82021-10-30 01:23:35

- Performance enhancements and bug fixes.

Build 844660395v1.7.72021-10-14 11:21:30

- Spacing issue on iOS15 was rectified.

Build 844628223v1.7.62021-10-12 20:43:58

- Document support on activities has been added. - UI improvements. - Bug fixes

Build 842885104v1.7.52021-07-08 19:16:18

- Documents available at the level of account and portfolio. - Reports at the portfolio and account level are now be viewed at the report archive.

Build 841230786v1.7.42021-04-06 20:33:16

-New Improved UI and UX.-Minor bug fixes and performance tuning.

Build 840171024v1.7.32021-01-23 16:41:47

- Minor bug fixes and performance tuning.

Build 837977397v1.7.22020-09-27 16:09:48

-Better user engagement, Performance enhancement, Minor Bug fixes.

Build 834392038v1.7.12020-03-06 15:57:45

- Multi-language support. - Minor bug fix.

Build 834324975v1.7.02020-01-16 13:18:12

- Address of clients is now editable. - Consolidations are now available in the application. - Synchronization of information with web advisor. - Enhanced visualizations & layouts on many screens to make it more readable.

Build 834296393v1.6.02020-01-10 14:41:01

-Minor bug fixes and performance enhancement.

Build 834000012v1.5.52019-12-13 21:53:11

- Disabled dark mode support (Will support dark mode in coming version)

Build 831248922v1.5.42019-05-09 18:53:46

- UI changes. - Bug Fixes. - Performance improvements.

Build 831002143v1.5.32019-04-17 10:07:06

- Minor UI changes

Build 830961614v1.5.22019-04-15 21:18:59

- Bug fix

Build 830900497v1.5.02019-04-09 08:57:13

- Now have a great Overview with precise information of any portfolio. - Holdings are better and more engaging now. - Bugs fixes and performance improvements.

Build 830918790v1.5.12019-04-09 14:02:23

- Now you can search in Holdings and constituents. - A few of views have been upgraded to show more precise data. - Performance enhancement and bug fixes.

Build 828827522v1.4.22018-10-05 17:20:21

- Fixes

Build 828190008v1.4.12018-08-10 22:27:50

- More functionality - Fixes

Build 827999363v1.4.02018-07-25 19:02:03

- New screens & features - Fixes

Build 827719716v1.3.82018-06-30 01:50:37

- Fixes

Build 827599201v1.3.72018-06-20 15:26:03

-Fixes

Build 827490827v1.3.62018-06-11 15:41:52

- Fixes

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	0	—	1.8.1

Change log 28 changes · US

✎

releaseNotes updated

This update brings performance enhancements, bug fixes, and UI improvements for an optimized user experience.

2026-07-11

✎

description updated

Advisor Online stands as a cutting-edge application designed exclusively for Wealth Management professionals, including Asset Managers, Wealth Managers, and Com

2026-07-11

✎

name updated

Advisor Mobile

2026-07-11

◆

Version 1.8.1 released

This update brings performance enhancements, bug fixes, and UI improvements for an optimized user experience.

2024-02-08

◆

Version 1.8.0 released

-Bug fixes on allocation.

2023-12-05

◆

Version 1.7.9 released

Performance enhancement, app optimization on multiple client modules.

2022-02-03

◆

Version 1.7.8 released

- Performance enhancements and bug fixes.

2021-10-30

◆

Version 1.7.7 released

- Spacing issue on iOS15 was rectified.

2021-10-14

◆

Version 1.7.6 released

- Document support on activities has been added. - UI improvements. - Bug fixes

2021-10-12

◆

Version 1.7.5 released

- Documents available at the level of account and portfolio. - Reports at the portfolio and account level are now be viewed at the report archive.

2021-07-08

◆

Version 1.7.4 released

-New Improved UI and UX.-Minor bug fixes and performance tuning.

2021-04-06

◆

Version 1.7.3 released

- Minor bug fixes and performance tuning.

2021-01-23

◆

Version 1.7.2 released

-Better user engagement, Performance enhancement, Minor Bug fixes.

2020-09-27

◆

Version 1.7.1 released

- Multi-language support. - Minor bug fix.

2020-03-06

◆

Version 1.7.0 released

2020-01-16

◆

Version 1.6.0 released

-Minor bug fixes and performance enhancement.

2020-01-10

◆

Version 1.5.5 released

- Disabled dark mode support (Will support dark mode in coming version)

2019-12-13

◆

Version 1.5.4 released

- UI changes. - Bug Fixes. - Performance improvements.

2019-05-09

◆

Version 1.5.3 released

- Minor UI changes

2019-04-17

◆

Version 1.5.2 released

- Bug fix

2019-04-15

◆

Version 1.5.1 released

- Now you can search in Holdings and constituents. - A few of views have been upgraded to show more precise data. - Performance enhancement and bug fixes.

2019-04-09

◆

Version 1.5.0 released

- Now have a great Overview with precise information of any portfolio. - Holdings are better and more engaging now. - Bugs fixes and performance improvements.

2019-04-09

◆

Version 1.4.2 released

- Fixes

2018-10-05

◆

Version 1.4.1 released

- More functionality - Fixes

2018-08-10

◆

Version 1.4.0 released

- New screens & features - Fixes

2018-07-25

◆

Version 1.3.8 released

- Fixes

2018-06-30

◆

Version 1.3.7 released

-Fixes

2018-06-20

◆

Version 1.3.6 released

- Fixes

2018-06-11