About Simmons Wealth Management
Access your portfolio data in a simple, elegant interface with the Simmons Wealth Management Client Portal. Features: Home Page – At-a-glance view of account information Portfolio – Dynamic picture of your en
Access your portfolio data in a simple, elegant interface with the Simmons Wealth Management Client Portal.
Features:
Home Page – At-a-glance view of account information
Portfolio – Dynamic picture of your entire portfolio
Timeline – A consolidated feed of interactions with your Simmons team
Vault – Easily keep track of and share your important financial and legal documents
Team – Quickly access contact information for your Simmons team
Requirements: The app is available to Simmons Bank Trust & Wealth clients who have been authorized for the mobile application. If you would like to request access, please contact your Simmons Bank Trust Officer
Apr 25, 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 Simmons Wealth Management since it was posted on our website on 2023-09-08 12:10:18.
The latest version is 1.78 and it was updated on 2024-04-27 13:53:24. See below the changes in each version.
Simmons Wealth Management version 1.78
Updated At: 2024-04-25
Changes: Apr 25, 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
Simmons Wealth Management version 1.77
Updated At: 2024-03-09
Changes: Mar 9, 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
Simmons Wealth Management 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
Simmons Wealth Management 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
Simmons Wealth Management 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.
Simmons Wealth Management version 1.73
Updated At: 2023-09-17
Changes: Sep 17, 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
Simmons Wealth Management 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
We do not host Simmons Wealth Management 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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