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Composition Wealth Portal icon
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1 of 1 storefronts
Content in en-US
5 Ratings
5.0
★★★★★
Age Rating
4+
Years
Language
EN
Size
146
MB

Information

Apple ID1516316083
Bundle IDcom.BDMobile.F2416C
SellerSeller
Min iOS12.4
Min macOS11.0
Device familiesiphone, ipad, ipod
Released2020-06-09
Copyright© Black Diamond Wealth Platform
WebsiteLink ↗
Privacy policyLink ↗

Preview 2 platforms

iPhone 3 images

iPhone screenshot
iPhone screenshot
iPhone screenshot

iPad 3 images

iPad screenshot
iPad screenshot
iPad screenshot

What’s New Version 1.96

• Login Security Enhancements • Performance Improvements • Bug Fixes

Description

The Composition Wealth mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a Composition Wealth client authorized to use the phone application. If you would like to request access, please get in touch with your Composition Wealth Advisory Team.

Accessibility

ipadiphonemacrealityDevicetvoswatch

Version history 25 versions

Build 886790346v1.962026-06-13 17:30:42
• Login Security Enhancements • Performance Improvements • Bug Fixes
Build 885255789v1.952026-05-09 00:54:03
• User login enhancements • Performance Enhancements • Bug Fixes
Build 882991880v1.942026-03-07 17:44:18
• User login enhancements • Performance Enhancements • Bug Fixes
Build 881432568v1.932026-01-17 06:54:56
• Updated vault experience • Performance Enhancements • Bug Fixes
Build 880917575v1.92.12025-12-22 21:04:36
• Vault Enhancements • Notification Linking Optimization • Performance Enhancements • Bug Fixes
Build 878049462v1.90.12025-09-13 18:21:07
* Planning Enhancements * Added Support for New Widgets * Performance Improvements * Bug Fixes
Build 877004500v1.892025-08-06 00:08:06
* Updated Planning Navigation * Added Authenticator App option for MFA * Performance Improvements * Bug Fixes
Build 875300434v1.882025-06-07 22:19:01
* Supportability and sustainability improvements * Bug Fixes
Build 874403977v1.87.12025-04-30 12:15:31
* 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 874192519v1.872025-04-29 15:46:30
* 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 873011463v1.862025-03-08 13:29:41
* New home landing page for the Mobile Advisor experience * New customizable client user home landing page * Supportability and sustainability improvements
Build 871784975v1.852025-01-18 23:30:49
* Core Improvements and Feature Polishing * Optimized Functionality and Reliability * Stability and Performance Improvements
Build 870905181v1.842025-01-06 18:50:28
* Enhanced the Vault Statement user experience to provide easier paths. * Custodial statements are now consolidated for easy viewing in the new Vault Statements section. * Supportability and Sustainability enhancements.
Build 869575339v1.832024-10-12 17:23:11
* New Mobile Advisor push notifications * Enhanced in app alert messaging * Bug Fixes
Build 868794234v1.822024-09-10 12:00:27
* 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 867749474v1.812024-08-27 21:02:24
* Investors will now have the ability to view their Insurance information from their mobile experience * Stability and performance improvements
Build 863017876v1.802024-06-20 18:12:32
* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability
Build 862055774v1.752023-12-09 19:40:46
* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard
Build 861008841v1.742023-10-28 07:05:06
* 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 859935569v1.732023-10-12 21:55:23
* 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 858811391v1.712023-07-29 23:22:12
* 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 857706899v1.692023-06-12 01:39:20
* 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
Build 856555890v1.672023-04-22 08:44:29
Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks. Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users. Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience
Build 855273329v1.652023-03-04 09:10:58
- Bug fixes
Build 854347248v1.642023-01-13 14:08:18
- Bug fixes

No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.

Availability 1 of 1 storefronts

RegionLanguagePriceRatingsAvgVersion
US en-USFree55.01.96

Change log 28 changes · US

releaseNotes updated
• Login Security Enhancements • Performance Improvements • Bug Fixes
description updated
The Composition Wealth mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a
name updated
Composition Wealth Portal
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 1.90.1 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 1.87.1 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 1.87 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 1.84 released
* Enhanced the Vault Statement user experience to provide easier paths. * Custodial statements are now consolidated for easy viewing in the new Vault Statements section. * Supportability and Sustainability enhancements.
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 1.75 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
Version 1.67 released
Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks. Enhanced Biometric Security: Impro
Version 1.65 released
- Bug fixes
Version 1.64 released
- Bug fixes
expanded screenshot