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Information
Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 5.22.1
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
Description
The GwdCap Mobile application enables you to view your investment household and individual account information, including market value over time. You may also aggregate other account information utilizing a third-party provider, PLAID, to obtain a complete financial picture of your investments, banking relationship, retirement accounts, mortgages and other loans.
Accessibility
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Version history 7 versions
Build 882203892v5.22.12026-02-05 21:53:56
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
Build 874086036v5.17.12025-04-16 18:47:37
- 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 869043635v5.14.02024-09-16 18:20:52
- 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 865088208v5.9.02024-04-10 12:25:58
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 858735185v5.5.22023-09-06 21:48:03
Bug fixes and performance enhancements.
Build 854875236v5.4.02023-02-10 00:05:48
Bug fixes and performance updates
Build 851180005v5.2.232022-07-28 23:34:35
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 | — | 5.22.1 |
Change log 10 changes · US
✎
releaseNotes updated
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
-
✎
description updated
The GwdCap Mobile application enables you to view your investment household and individual account information, including market value over time. You may also a
✎
name updated
GwdCap Mobile
◆
Version 5.22.1 released
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio
◆
Version 5.17.1 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 5.5.2 released
Bug fixes and performance enhancements.
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Version 5.4.0 released
Bug fixes and performance updates
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Version 5.2.23 released