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Preview 2 platforms
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iPad 3 images
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
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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
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
US | en-US | Free | 5 | 5.0 | 1.96 |
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