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iPad 3 images
What’s New Version 1.96
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
Description
We are a boutique, independent wealth management firm. We integrate all aspects of wealth management to bring you focused advice, simplifying your decisions and life. Our wealth management team aims to devise an investment strategy using our wide array of financial planning and investment management services to help you and your family achieve your financial goals. We’ve created a mobile app for clients to stay connected to their financial picture and connect with their Waldron team.
Accessibility
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Version history 15 versions
Build 886253801v1.962026-06-13 17:29:35
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
Build 885093382v1.952026-05-04 19:47:09
• User login enhancements
• Performance Enhancements
• Bug Fixes
Build 882995374v1.942026-03-07 17:42:15
• User login enhancements
• Performance Enhancements
• Bug Fixes
Build 881503293v1.932026-01-17 07:16:28
• Updated vault experience
• Performance Enhancements
• Bug Fixes
Build 880876187v1.92.12025-12-22 21:16:46
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
Build 880530593v1.922025-12-13 18:04:18
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
Build 878075938v1.90.12025-09-13 20:41:07
* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
Build 876655873v1.892025-07-26 17:40:47
* Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes
Build 875303906v1.882025-06-07 20:53:10
* Supportability and sustainability improvements
* Bug Fixes
Build 874262907v1.872025-04-29 01:48:10
* 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 873013389v1.862025-03-08 14:08:42
* New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements
Build 871785843v1.852025-01-18 22:28:21
* Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements
Build 870906349v1.842025-01-06 17:59:19
* 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 869576209v1.832024-10-12 16:51:25
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
Build 868450258v1.822024-09-12 13:31:43
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 | 3 | 5.0 | 1.96 |
Change log 19 changes · US
✎
releaseNotes updated
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
✎
description updated
We are a boutique, independent wealth management firm. We integrate all aspects of wealth management to bring you focused advice, simplifying your decisions and
✎
subtitle updated
Waldron
✎
name updated
Waldron Client 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 1.92 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 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