About SOA Mobile
We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity. The app provides a handy dashboard...
We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity. The app provides a handy dashboard where you can access reports, documents and historical data securely, at any time.
If you would like to request access, please contact your SOA Wealth Advisor.
To find out more about Seasons of Advice Wealth Management. Visit our website www.soawealth.com
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 SOA Mobile since it was posted on our website on 2023-09-06 18:36:34.
The latest version is 1.78 and it was updated on 2024-05-02 18:53:27. See below the changes in each version.
SOA Mobile 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
SOA Mobile 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
SOA Mobile version 1.76
Updated At: 2024-01-25
Changes: Jan 25, 2024
Version 1.76
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
SOA Mobile 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
SOA Mobile 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.
SOA Mobile version 1.73
Updated At: 2023-09-25
Changes: Sep 25, 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
SOA Mobile 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 SOA Mobile 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.
The App Store link for SOA Mobile is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
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