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What’s New Version 1.96
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
Description
The Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface.
Requirements: You need to be a Legacy Wealth client
Accessibility
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Version history 25 versions
Build 886792631v1.962026-06-13 17:30:07
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
Build 885091703v1.952026-05-04 19:38:38
• User login enhancements
• Performance Enhancements
• Bug Fixes
Build 882993400v1.942026-03-07 17:43:00
• User login enhancements
• Performance Enhancements
• Bug Fixes
Build 881501163v1.932026-01-17 06:55:18
• Updated vault experience
• Performance Enhancements
• Bug Fixes
Build 880875221v1.92.12025-12-22 21:00:37
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
Build 880532940v1.922025-12-13 17:41:47
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
Build 879535504v1.912025-11-08 14:47:18
* Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes
Build 878051143v1.90.12025-09-13 18:27:56
* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
Build 876655178v1.892025-07-26 16:34:14
* Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes
Build 875301797v1.882025-06-07 22:16:06
* Supportability and sustainability improvements
* Bug Fixes
Build 873936040v1.872025-04-29 15:53:44
* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements
Build 873011117v1.862025-03-08 12:13:45
* New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements
Build 870905102v1.852025-01-18 23:18:38
* Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements
Build 869575208v1.832024-10-12 17:22:06
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
Build 868794093v1.822024-09-10 12:07:57
* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.
Build 868217594v1.812024-08-15 16:09:31
* Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements
Build 866508695v1.802024-06-08 22:45:16
* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability
Build 865280699v1.782024-04-22 18:36:46
* 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
Build 864093817v1.772024-03-09 22:56:06
* 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
Build 863289997v1.762024-02-01 20:34:46
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
Build 862055618v1.752023-12-09 06:40:28
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
Build 861008638v1.742023-10-28 06:35:36
* 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.
Build 859935320v1.732023-10-03 15:08:34
* 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
Build 858811214v1.712023-07-29 23:47:26
* Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic
Build 857706703v1.692023-06-12 01:38:58
* Improved Performance Card to be able to support Additional Benchmark functionality.
* Enhanced loggings to be able to provide additional support for our mobile users.
* Bug 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 | 10 | 4.8 | 1.96 |
Change log 28 changes · US
✎
releaseNotes updated
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
✎
description updated
The Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface.
Requiremen
✎
name updated
The Legacy Wealth App
◆
Version 1.96 released
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
◆
Version 1.95 released
• User login enhancements
• Performance Enhancements
• Bug Fixes
◆
Version 1.94 released
• User login enhancements
• Performance Enhancements
• Bug Fixes
◆
Version 1.93 released
• Updated vault experience
• Performance Enhancements
• Bug Fixes
◆
Version 1.92.1 released
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
◆
Version 1.92 released
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
◆
Version 1.91 released
* Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes
◆
Version 1.90.1 released
* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
◆
Version 1.89 released
* Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes
◆
Version 1.88 released
* Supportability and sustainability improvements
* Bug Fixes
◆
Version 1.87 released
* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements
◆
Version 1.86 released
* New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements
◆
Version 1.85 released
* Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements
◆
Version 1.83 released
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
◆
Version 1.82 released
* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.
◆
Version 1.81 released
* Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements
◆
Version 1.80 released
* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability
◆
Version 1.78 released
* 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
◆
Version 1.77 released
* 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 variou
◆
Version 1.76 released
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
◆
Version 1.75 released
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
◆
Version 1.74 released
* 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.
◆
Version 1.73 released
* 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-ad
◆
Version 1.71 released
* Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic
◆
Version 1.69 released
* Improved Performance Card to be able to support Additional Benchmark functionality.
* Enhanced loggings to be able to provide additional support for our mobile users.
* Bug Fixes