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Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 5.20.5
- iOS permission message enhancement
Description
This Mobile App allows you to view account information, balances and easily contact your advisor.
Accessibility
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Version history 13 versions
Build 880278846v5.20.52025-12-02 19:17:35
- iOS permission message enhancement
Build 875173588v5.19.02025-05-29 19:40:18
- 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 874080134v5.17.12025-04-16 17:38:45
- 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 868821222v5.14.02024-09-06 21:05:57
- 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 865108762v5.9.02024-04-12 18:17:33
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 859600049v5.5.22023-09-07 15:54:17
Bug fixes and performance updates
Build 858734988v5.5.02023-08-16 20:22:49
Bug fixes and performance updates
Build 854805290v5.4.02023-02-14 22:26:19
Bug fixes and performance updates
Build 846873675v5.2.182022-06-26 01:04:07
Bug fixes and performance updates
Build 846787977v5.2.112022-01-22 01:24:16
Bug fixes and performance updates
Build 824054750v4.0.02017-10-18 00:02:22
This update from Apple will improve the functionality of this app. No new features are included.
- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display
Build 815155287v3.2.02015-12-15 23:38:10
Added iOS 9 Support
Added Touch ID
Build 812322706v3.0.42015-05-07 18:51:27
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 | 6 | 5.0 | 5.20.5 |
Change log 16 changes · US
✎
releaseNotes updated
- iOS permission message enhancement
✎
description updated
This Mobile App allows you to view account information, balances and easily contact your advisor.
✎
name updated
Ritholtz Wealth Mobile
◆
Version 5.20.5 released
- iOS permission message enhancement
◆
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 5.17.1 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 updates
◆
Version 5.5.0 released
Bug fixes and performance updates
◆
Version 5.4.0 released
Bug fixes and performance updates
◆
Version 5.2.18 released
Bug fixes and performance updates
◆
Version 5.2.11 released
Bug fixes and performance updates
◆
Version 4.0.0 released
This update from Apple will improve the functionality of this app. No new features are included.
- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display
◆
Version 3.2.0 released
Added iOS 9 Support
Added Touch ID
◆
Version 3.0.4 released