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Marina Wealth 5.9.0 - App Store




About Marina Wealth

Marina Wealth Advisors (MWA) is a fee-only financial planning and investment management firm for high net worth individuals. You want to spend time with family and create more wealth – we’re here to take the stress of...

Marina Wealth Advisors (MWA) is a fee-only financial planning and investment management firm for high net worth individuals. You want to spend time with family and create more wealth – we’re here to take the stress of managing your investments and financial life off your hands. You deserve experienced advisors that are unquestionably competent and capable. We are your personal CFO. This mobile app gives clients of MWA the ability to access their client portal on their mobile device. Clients can view household and account information, view asset balances, see performance of investment accounts, view the probability of success of their financial plan, view their full balance sheet and net worth statement, check their budget, spending, and expenses, and easily contact their lead advisor. Access to the mobile app requires users to be a client of MWA and to be set up previously with MWA Client Portal access. For more information about MWA or to inquire about becoming a client of MWA’s planning and investment management services, contact us at [email protected].

Apr 11, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature



Previous Versions

Here you can find the changelog of Marina Wealth since it was posted on our website on 2023-07-05 19:48:09. The latest version is 5.9.0 and it was updated on 2024-04-22 08:35:02. See below the changes in each version.

Marina Wealth version 5.9.0
Updated At: 2024-04-11
Changes: Apr 11, 2024 Version 5.9.0 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature
Marina Wealth version 5.5.3
Updated At: 2023-09-07
Changes: Sep 7, 2023 Version 5.5.3 Bug fixes and performance enhancements.
Marina Wealth version 5.4.0
Updated At: 2023-02-09
Changes: Feb 9, 2023 Version 5.4.0 Bug fixes and performance updates


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Disclaimer

Official App Store Link


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Updated At: 2024-04-22 08:35:02
Publisher: Marina Wealth Advisors
Operating System: IOS
License Type: Free