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65 of 65 storefronts
Content in en-US
Content in en-US
Information
Preview 2 platforms
iPhone 4 images
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
Peltoma Capital Partners Secure Client Portal
Accessibility
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Version history 5 versions
Build 875166864v5.19.02025-05-29 13:38:09
- 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 868818707v5.14.02024-09-06 20:25:52
- 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 865106655v5.9.02024-04-11 00:42:07
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 859599878v5.5.22023-09-07 20:22:03
Bug fixes and performance enhancements.
Build 859366689v5.5.02023-08-24 09:57:48
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 65 of 65 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| AG | en-GB | Free | 0 | — | 5.19.0 |
| AO | en-GB | Free | 0 | — | 5.19.0 |
| AR | es-MX | Free | 0 | — | 5.19.0 |
| BB | en-GB | Free | 0 | — | 5.19.0 |
| BF | en-GB | Free | 0 | — | 5.19.0 |
| BJ | en-GB | Free | 0 | — | 5.19.0 |
| BO | es-MX | Free | 0 | — | 5.19.0 |
| BR | pt-BR | Free | 0 | — | 5.19.0 |
| BS | en-GB | Free | 0 | — | 5.19.0 |
| BW | en-GB | Free | 0 | — | 5.19.0 |
| BZ | en-GB | Free | 0 | — | 5.19.0 |
| CI | fr-FR | Free | 0 | — | 5.19.0 |
| CL | es-MX | Free | 0 | — | 5.19.0 |
| CM | fr-FR | Free | 0 | — | 5.19.0 |
| CO | es-MX | Free | 0 | — | 5.19.0 |
| CR | es-MX | Free | 0 | — | 5.19.0 |
| CV | en-GB | Free | 0 | — | 5.19.0 |
| DM | en-GB | Free | 0 | — | 5.19.0 |
| DO | es-MX | Free | 0 | — | 5.19.0 |
| DZ | en-GB | Free | 0 | — | 5.19.0 |
| EC | es-MX | Free | 0 | — | 5.19.0 |
| GA | fr-FR | Free | 0 | — | 5.19.0 |
| GD | en-GB | Free | 0 | — | 5.19.0 |
| GH | en-GB | Free | 0 | — | 5.19.0 |
| GM | en-GB | Free | 0 | — | 5.19.0 |
| GT | es-MX | Free | 0 | — | 5.19.0 |
| GW | en-GB | Free | 0 | — | 5.19.0 |
| GY | en-GB | Free | 0 | — | 5.19.0 |
| HN | es-MX | Free | 0 | — | 5.19.0 |
| JM | en-GB | Free | 0 | — | 5.19.0 |
| KE | en-GB | Free | 0 | — | 5.19.0 |
| KN | en-GB | Free | 0 | — | 5.19.0 |
| LR | en-GB | Free | 0 | — | 5.19.0 |
| LY | en-GB | Free | 0 | — | 5.19.0 |
| MA | en-GB | Free | 0 | — | 5.19.0 |
| MG | en-GB | Free | 0 | — | 5.19.0 |
| ML | en-GB | Free | 0 | — | 5.19.0 |
| MU | en-GB | Free | 0 | — | 5.19.0 |
| MW | en-GB | Free | 0 | — | 5.19.0 |
| MX | es-MX | Free | 0 | — | 5.19.0 |
| MZ | en-GB | Free | 0 | — | 5.19.0 |
| NA | en-GB | Free | 0 | — | 5.19.0 |
| NE | en-GB | Free | 0 | — | 5.19.0 |
| NG | en-GB | Free | 0 | — | 5.19.0 |
| NI | es-MX | Free | 0 | — | 5.19.0 |
| PA | es-MX | Free | 0 | — | 5.19.0 |
| PE | es-MX | Free | 0 | — | 5.19.0 |
| PY | es-MX | Free | 0 | — | 5.19.0 |
| RW | en-GB | Free | 0 | — | 5.19.0 |
| SC | en-GB | Free | 0 | — | 5.19.0 |
| SL | en-GB | Free | 0 | — | 5.19.0 |
| SN | en-GB | Free | 0 | — | 5.19.0 |
| SR | en-GB | Free | 0 | — | 5.19.0 |
| ST | en-GB | Free | 0 | — | 5.19.0 |
| SV | es-MX | Free | 0 | — | 5.19.0 |
| SZ | en-GB | Free | 0 | — | 5.19.0 |
| TN | en-GB | Free | 0 | — | 5.19.0 |
| TT | en-GB | Free | 0 | — | 5.19.0 |
| TZ | en-GB | Free | 0 | — | 5.19.0 |
| UG | en-GB | Free | 0 | — | 5.19.0 |
| US | en-US | Free | 0 | — | 5.19.0 |
| UY | en-GB | Free | 0 | — | 5.19.0 |
| VE | es-MX | Free | 0 | — | 5.19.0 |
| ZM | en-GB | Free | 0 | — | 5.19.0 |
| ZW | en-GB | Free | 0 | — | 5.19.0 |
Change log 8 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
Peltoma Capital Partners Secure Client Portal
✎
name updated
Peltoma 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 5.14.0 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.
◆
Version 5.5.0 released