About Pinnacle Wealth
This app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning. Apr 22, 2024 Version 1.78 * Improved the activity summary chart located in the account details * Updated Alloc
This app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.
Apr 22, 2024
Version 1.78
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
Previous Versions
Here you can find the changelog of Pinnacle Wealth since it was posted on our website on 2023-09-08 12:15:51.
The latest version is 1.78 and it was updated on 2024-04-27 13:47:08. See below the changes in each version.
Pinnacle Wealth version 1.78
Updated At: 2024-04-22
Changes: Apr 22, 2024
Version 1.78
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
Pinnacle Wealth version 1.77
Updated At: 2024-03-08
Changes: Mar 8, 2024
Version 1.77
* Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients
Pinnacle Wealth version 1.76
Updated At: 2024-01-21
Changes: Jan 21, 2024
Version 1.76
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
Pinnacle Wealth version 1.75
Updated At: 2023-12-09
Changes: Dec 9, 2023
Version 1.75
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
Pinnacle Wealth version 1.74
Updated At: 2023-10-28
Changes: Oct 28, 2023
Version 1.74
* RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app.
Pinnacle Wealth version 1.73
Updated At: 2023-10-04
Changes: Oct 4, 2023
Version 1.73
* Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins
Pinnacle Wealth version 1.71
Updated At: 2023-07-29
Changes: Jul 29, 2023
Version 1.71
* Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic
Disclaimer
Official App Store Link
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