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What’s New Version 5.16.0
- 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
Description
Lets you easily view your Baker Boyer portfolio holdings, allocation, and performance by household or account. This app is for use by investment management clients of Baker Boyer Bank.
Accessibility
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Version history 12 versions
Build 871134954v5.16.02024-12-14 17:18:15
- 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 868794568v5.14.02024-09-06 07:37:22
- 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 865054223v5.9.02024-04-09 06:23:38
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 864199424v5.6.72024-03-04 21:41:20
- 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 858734760v5.5.02023-09-01 12:20:08
Bug fixes and performance enhancements.
Build 854853308v5.4.02023-02-09 15:29:48
Bug fixes and performance updates
Build 850378832v5.2.182022-06-24 15:03:24
Bug fixes and performance updates
Build 847378931v5.2.132022-02-25 16:57:36
Bug fixes and performance updates
Build 843787989v5.2.72021-08-26 17:50:54
-Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled
Build 843338210v5.2.42021-07-30 03:10:19
- Access to the Document Vault
- Add a Net Worth and Balance Sheet view
- Bug fixes with Reset Password
Build 842188819v5.2.12021-05-12 23:37:08
-Performance screen, ability to compare your accounts versus benchmarks
-Details for manual accounts (added via Orion Planning)
-Bug fixes to biometric authentication
-Changed some layouts to better handle large fonts
-Fixes regarding the search function in the Transaction screen
Build 840691065v5.1.02021-03-02 00:34:39
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 | — | 5.16.0 |
Change log 15 changes · US
✎
releaseNotes updated
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retiremen
✎
description updated
Lets you easily view your Baker Boyer portfolio holdings, allocation, and performance by household or account. This app is for use by investment management clie
✎
name updated
BB Asset Management
◆
Version 5.16.0 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 5.6.7 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 5.5.0 released
Bug fixes and performance enhancements.
◆
Version 5.4.0 released
Bug fixes and performance updates
◆
Version 5.2.18 released
Bug fixes and performance updates
◆
Version 5.2.13 released
Bug fixes and performance updates
◆
Version 5.2.7 released
-Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled
◆
Version 5.2.4 released
- Access to the Document Vault
- Add a Net Worth and Balance Sheet view
- Bug fixes with Reset Password
◆
Version 5.2.1 released
-Performance screen, ability to compare your accounts versus benchmarks
-Details for manual accounts (added via Orion Planning)
-Bug fixes to biometric authentication
-Changed some layouts to better handle large fonts
-Fixes regarding the s
◆
Version 5.1.0 released