Marina Wealth5.14.0 - App Store
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Publisher Description
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 info@marinawealthadvisors.com.
Version History - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/11/2024 Bug fixes and performance enhancements. 5.5.3 09/07/2023 Bug fixes and performance updates 5.4.0 02/09/2023 Bug fixes and performance updates 5.2.18 06/25/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.7 08/26/2021 - Access to the Document Vault
- Add a Net Worth and Balance Sheet view
- Bug fixes with Reset Password 5.2.4 07/29/2021 5.2.2 06/17/2021
About Marina Wealth
The company that develops Marina Wealth is Marina Wealth Advisors, LLC. The latest version released by its developer is 5.14.0.
To install Marina Wealth on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-08-11 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Marina Wealth as malware if the download link is broken.
How to install Marina Wealth on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Marina Wealth is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Marina Wealth is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 5.14.0
posted on 2026-08-11
Version History - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/11/2024 Bug fixes and performance enhancements. 5.5.3 09/07/2023 Bug fixes and performance updates 5.4.0 02/09/2023 Bug fixes and performance updates 5.2.18 06/25/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.7 08/26/2021 - Access to the Document Vault
- Add a Net Worth and Balance Sheet view
- Bug fixes with Reset Password 5.2.4 07/29/2021 5.2.2 06/17/2021
version 5.14.0
posted on 2024-09-06
Sep 6, 2024
Version 5.14.0
- 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
version 5.14.0
posted on 2024-09-06
- 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
version 5.9.0
posted on 2024-04-11
Apr 11, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
version 5.5.3
posted on 2023-09-07
Sep 7, 2023
Version 5.5.3
Bug fixes and performance enhancements.
version 5.4.0
posted on 2023-02-09
Feb 9, 2023
Version 5.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
We do not host Marina Wealth on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
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