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Preview 2 platforms
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iPad 4 images
What’s New Version 5.19.0
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
Description
The Quantum Financial Advisors mobile application allows current Quantum clients to view account balances and performance, as well as view copies of our quarterly statements. To become a Quantum client, visit quantumadvisors.com.
Accessibility
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Version history 7 versions
Build 875170108v5.19.02025-05-29 13:39:41
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
Build 871143631v5.16.02024-12-14 20:27:19
- 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 868820478v5.14.02024-09-06 20:45:22
- 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 865135277v5.9.02024-04-11 19:46:38
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 858735267v5.5.32023-09-08 13:25:59
Build 854897757v5.4.02023-02-15 18:34:32
Bug fixes and performance updates
Build 851629711v5.3.02022-09-15 14:12:02
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 | 2 | 5.0 | 5.19.0 |
Change log 10 changes · US
✎
releaseNotes updated
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar sel
✎
description updated
The Quantum Financial Advisors mobile application allows current Quantum clients to view account balances and performance, as well as view copies of our quarter
✎
name updated
Quantum Portal
◆
Version 5.19.0 released
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
◆
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 5.5.3 released
◆
Version 5.4.0 released
Bug fixes and performance updates
◆
Version 5.3.0 released