Evelyn Partners Mobile2.8.1 - App Store
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Publisher Description
Welcome to the Evelyn Partner Mobile app - a more secure, stable and improved digital experience for our clients.
With the app, you can:
- Manage your Evelyn Partners investment portfolio
- See your current portfolio values at a glance
- Check the performance, assets and allocation of your investments
- Portfolio performance benchmarks
- View recent transactions
- Access your documents and download the latest valuation statement, tax statement and more
- See other accounts you are linked to
Security
- Two-step verification for stronger security when logging in
- Face ID or Touch ID for stronger security and easy account access
- Update your email address or mobile number in the app
Future updates
- Adviser contact details
- Additional features on the homepage
How to register
To access this app you must be a registered client of Evelyn Partners - please contact your adviser for help. For more information on our range of services go to www.evelyn.com
Terms and conditions apply.
*Important information*
The value of an investment, and the income from it, may go down as well as up and you may get back less than you originally invested.
Evelyn Partners Investment Management Services Limited is authorised and regulated by the Financial Conduct Authority.
The figures used / seen in the images are for illustrative purposes only.
Version History Resolved an issue with transactions, added insights and contacts section and fixed bugs 2.8.1 Sep 24 Bug fixes 2.8.0 Sep 1 With this release we are improving your portfolio experience, adding contacts and insights so that you can keep up to date with the latest financial news and easily get in touch with your Evelyn contacts. 2.7.9 Aug 28 This update introduces several key enhancements to improve your digital experience:
My Wealth + Portfolio experience improvements: We've updated the my My Wealth + Portfolios experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.8 Aug 5 This update introduces several key enhancements to improve your digital experience:
iPad experience improvements: We've updated the my iPad experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.7 May 12 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.6 Apr 5 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.5 Apr 4 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.4 Mar 18 This update introduces several key enhancements to improve your digital experience:
Portfolio improvements: We've updated the portfolio pages of the application.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.3 Jan 15 This update introduces several key enhancements to improve your digital experience:
Security improvements: We've updated the security aspects of the application to be even more secure.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.2 12/16/2025 This update introduces several key enhancements to improve your digital experience:
Enhanced Portfolio Transactions: We have refined the functionality around portfolio transactions to provide a more intuitive and seamless experience.
Income and Expenditure Data: The My Wealth section has been updated to now include your income and expenditure data, offering a more comprehensive overview of your financial position.
Redesigned Dark Mode: We have completely redesigned our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.1 10/30/2025 Updates to transactions page
Bug fixes on performance page 2.7.0 10/01/2025 - Resolved bug in transactions detail page 2.6.8 08/07/2025 We've improved our 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.7 07/29/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.6 04/22/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.5 03/04/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages.
Also fixed various app crashes to improve stability. 2.6.4 12/13/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.3 11/27/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.2 10/21/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently. 2.6.1 07/31/2024 Major changes:
- Improved experience for iPad users
Minor changes:
- Bug fixes and stability improvements 2.6.0 04/29/2024 Major changes:
- Benchmarks
If you can see a performance graph, then you can now compare your portfolio’s performance to a benchmark as agreed with your adviser, and appropriate for your agreed investment strategy.
Click 'Select Benchmark' below your performance graph, choose the benchmark you want to see, then tap the graph to see your benchmark & performance for that period.
Minor changes:
- Bug fixes and stability improvements 2.5.0 02/01/2024 Minor changes:
- Bug fixes 2.0.1 11/30/2023 Major changes:
- Updated security policies
Minor changes:
- Bug fixes 2.0.0 11/22/2023 Minor changes:
- Bug fixes 1.7.0 09/29/2023
About Evelyn Partners Mobile
The company that develops Evelyn Partners Mobile is Evelyn Partners Group Limited. The latest version released by its developer is 2.8.1.
To install Evelyn Partners Mobile 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 2026-10-13 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 Evelyn Partners Mobile as malware if the download link is broken.
How to install Evelyn Partners Mobile on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Evelyn Partners Mobile 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 Evelyn Partners Mobile 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 2.8.1
posted on 2026-10-13
Version History Resolved an issue with transactions, added insights and contacts section and fixed bugs 2.8.1 Sep 24 Bug fixes 2.8.0 Sep 1 With this release we are improving your portfolio experience, adding contacts and insights so that you can keep up to date with the latest financial news and easily get in touch with your Evelyn contacts. 2.7.9 Aug 28 This update introduces several key enhancements to improve your digital experience:
My Wealth + Portfolio experience improvements: We've updated the my My Wealth + Portfolios experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.8 Aug 5 This update introduces several key enhancements to improve your digital experience:
iPad experience improvements: We've updated the my iPad experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.7 May 12 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.6 Apr 5 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.5 Apr 4 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.4 Mar 18 This update introduces several key enhancements to improve your digital experience:
Portfolio improvements: We've updated the portfolio pages of the application.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.3 Jan 15 This update introduces several key enhancements to improve your digital experience:
Security improvements: We've updated the security aspects of the application to be even more secure.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.2 12/16/2025 This update introduces several key enhancements to improve your digital experience:
Enhanced Portfolio Transactions: We have refined the functionality around portfolio transactions to provide a more intuitive and seamless experience.
Income and Expenditure Data: The My Wealth section has been updated to now include your income and expenditure data, offering a more comprehensive overview of your financial position.
Redesigned Dark Mode: We have completely redesigned our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.1 10/30/2025 Updates to transactions page
Bug fixes on performance page 2.7.0 10/01/2025 - Resolved bug in transactions detail page 2.6.8 08/07/2025 We've improved our 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.7 07/29/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.6 04/22/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.5 03/04/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages.
Also fixed various app crashes to improve stability. 2.6.4 12/13/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.3 11/27/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.2 10/21/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently. 2.6.1 07/31/2024 Major changes:
- Improved experience for iPad users
Minor changes:
- Bug fixes and stability improvements 2.6.0 04/29/2024 Major changes:
- Benchmarks
If you can see a performance graph, then you can now compare your portfolio’s performance to a benchmark as agreed with your adviser, and appropriate for your agreed investment strategy.
Click 'Select Benchmark' below your performance graph, choose the benchmark you want to see, then tap the graph to see your benchmark & performance for that period.
Minor changes:
- Bug fixes and stability improvements 2.5.0 02/01/2024 Minor changes:
- Bug fixes 2.0.1 11/30/2023 Major changes:
- Updated security policies
Minor changes:
- Bug fixes 2.0.0 11/22/2023 Minor changes:
- Bug fixes 1.7.0 09/29/2023
version 2.8.1
posted on 2026-09-25
Version History Resolved an issue with transactions, added insights and contacts section and fixed bugs 2.8.1 19h ago Bug fixes 2.8.0 Sep 1 With this release we are improving your portfolio experience, adding contacts and insights so that you can keep up to date with the latest financial news and easily get in touch with your Evelyn contacts. 2.7.9 Aug 28 This update introduces several key enhancements to improve your digital experience:
My Wealth + Portfolio experience improvements: We've updated the my My Wealth + Portfolios experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.8 Aug 5 This update introduces several key enhancements to improve your digital experience:
iPad experience improvements: We've updated the my iPad experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.7 May 12 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.6 Apr 5 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.5 Apr 4 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.4 Mar 18 This update introduces several key enhancements to improve your digital experience:
Portfolio improvements: We've updated the portfolio pages of the application.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.3 Jan 15 This update introduces several key enhancements to improve your digital experience:
Security improvements: We've updated the security aspects of the application to be even more secure.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.2 12/16/2025 This update introduces several key enhancements to improve your digital experience:
Enhanced Portfolio Transactions: We have refined the functionality around portfolio transactions to provide a more intuitive and seamless experience.
Income and Expenditure Data: The My Wealth section has been updated to now include your income and expenditure data, offering a more comprehensive overview of your financial position.
Redesigned Dark Mode: We have completely redesigned our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.1 10/30/2025 Updates to transactions page
Bug fixes on performance page 2.7.0 10/01/2025 - Resolved bug in transactions detail page 2.6.8 08/07/2025 We've improved our 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.7 07/29/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.6 04/22/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.5 03/04/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages.
Also fixed various app crashes to improve stability. 2.6.4 12/13/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.3 11/27/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.2 10/21/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently. 2.6.1 07/31/2024 Major changes:
- Improved experience for iPad users
Minor changes:
- Bug fixes and stability improvements 2.6.0 04/29/2024 Major changes:
- Benchmarks
If you can see a performance graph, then you can now compare your portfolio’s performance to a benchmark as agreed with your adviser, and appropriate for your agreed investment strategy.
Click 'Select Benchmark' below your performance graph, choose the benchmark you want to see, then tap the graph to see your benchmark & performance for that period.
Minor changes:
- Bug fixes and stability improvements 2.5.0 02/01/2024 Minor changes:
- Bug fixes 2.0.1 11/30/2023 Major changes:
- Updated security policies
Minor changes:
- Bug fixes 2.0.0 11/22/2023 Minor changes:
- Bug fixes 1.7.0 09/29/2023
version 2.8.0
posted on 2026-09-18
Version History Bug fixes 2.8.0 Sep 1 With this release we are improving your portfolio experience, adding contacts and insights so that you can keep up to date with the latest financial news and easily get in touch with your Evelyn contacts. 2.7.9 Aug 28 This update introduces several key enhancements to improve your digital experience:
My Wealth + Portfolio experience improvements: We've updated the my My Wealth + Portfolios experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.8 Aug 5 This update introduces several key enhancements to improve your digital experience:
iPad experience improvements: We've updated the my iPad experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.7 May 12 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.6 Apr 5 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.5 Apr 4 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.4 Mar 18 This update introduces several key enhancements to improve your digital experience:
Portfolio improvements: We've updated the portfolio pages of the application.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.3 Jan 15 This update introduces several key enhancements to improve your digital experience:
Security improvements: We've updated the security aspects of the application to be even more secure.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.2 12/16/2025 This update introduces several key enhancements to improve your digital experience:
Enhanced Portfolio Transactions: We have refined the functionality around portfolio transactions to provide a more intuitive and seamless experience.
Income and Expenditure Data: The My Wealth section has been updated to now include your income and expenditure data, offering a more comprehensive overview of your financial position.
Redesigned Dark Mode: We have completely redesigned our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.1 10/30/2025 Updates to transactions page
Bug fixes on performance page 2.7.0 10/01/2025 - Resolved bug in transactions detail page 2.6.8 08/07/2025 We've improved our 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.7 07/29/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.6 04/22/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.5 03/04/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages.
Also fixed various app crashes to improve stability. 2.6.4 12/13/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.3 11/27/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.2 10/21/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently. 2.6.1 07/31/2024 Major changes:
- Improved experience for iPad users
Minor changes:
- Bug fixes and stability improvements 2.6.0 04/29/2024 Major changes:
- Benchmarks
If you can see a performance graph, then you can now compare your portfolio’s performance to a benchmark as agreed with your adviser, and appropriate for your agreed investment strategy.
Click 'Select Benchmark' below your performance graph, choose the benchmark you want to see, then tap the graph to see your benchmark & performance for that period.
Minor changes:
- Bug fixes and stability improvements 2.5.0 02/01/2024 Minor changes:
- Bug fixes 2.0.1 11/30/2023 Major changes:
- Updated security policies
Minor changes:
- Bug fixes 2.0.0 11/22/2023 Minor changes:
- Bug fixes 1.7.0 09/29/2023 Major changes:
- Improved accessibility
Minor changes:
- Bug fixes 1.6.0 09/21/2023
version 2.8.0
posted on 2026-09-04
Version History Bug fixes 2.8.0 2d ago With this release we are improving your portfolio experience, adding contacts and insights so that you can keep up to date with the latest financial news and easily get in touch with your Evelyn contacts. 2.7.9 6d ago This update introduces several key enhancements to improve your digital experience:
My Wealth + Portfolio experience improvements: We've updated the my My Wealth + Portfolios experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.8 Aug 5 This update introduces several key enhancements to improve your digital experience:
iPad experience improvements: We've updated the my iPad experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.7 May 12 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.6 Apr 5 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.5 Apr 4 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.4 Mar 18 This update introduces several key enhancements to improve your digital experience:
Portfolio improvements: We've updated the portfolio pages of the application.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.3 Jan 15 This update introduces several key enhancements to improve your digital experience:
Security improvements: We've updated the security aspects of the application to be even more secure.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.2 12/16/2025 This update introduces several key enhancements to improve your digital experience:
Enhanced Portfolio Transactions: We have refined the functionality around portfolio transactions to provide a more intuitive and seamless experience.
Income and Expenditure Data: The My Wealth section has been updated to now include your income and expenditure data, offering a more comprehensive overview of your financial position.
Redesigned Dark Mode: We have completely redesigned our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.1 10/30/2025 Updates to transactions page
Bug fixes on performance page 2.7.0 10/01/2025 - Resolved bug in transactions detail page 2.6.8 08/07/2025 We've improved our 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.7 07/29/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.6 04/22/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.5 03/04/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages.
Also fixed various app crashes to improve stability. 2.6.4 12/13/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.3 11/27/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.2 10/21/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently. 2.6.1 07/31/2024 Major changes:
- Improved experience for iPad users
Minor changes:
- Bug fixes and stability improvements 2.6.0 04/29/2024 Major changes:
- Benchmarks
If you can see a performance graph, then you can now compare your portfolio’s performance to a benchmark as agreed with your adviser, and appropriate for your agreed investment strategy.
Click 'Select Benchmark' below your performance graph, choose the benchmark you want to see, then tap the graph to see your benchmark & performance for that period.
Minor changes:
- Bug fixes and stability improvements 2.5.0 02/01/2024 Minor changes:
- Bug fixes 2.0.1 11/30/2023 Major changes:
- Updated security policies
Minor changes:
- Bug fixes 2.0.0 11/22/2023 Minor changes:
- Bug fixes 1.7.0 09/29/2023 Major changes:
- Improved accessibility
Minor changes:
- Bug fixes 1.6.0 09/21/2023
version 2.7.8
posted on 2026-08-22
Version History This update introduces several key enhancements to improve your digital experience:
My Wealth + Portfolio experience improvements: We've updated the my My Wealth + Portfolios experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.8 Aug 5 This update introduces several key enhancements to improve your digital experience:
iPad experience improvements: We've updated the my iPad experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.7 May 12 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.6 Apr 5 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.5 Apr 4 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.4 Mar 18 This update introduces several key enhancements to improve your digital experience:
Portfolio improvements: We've updated the portfolio pages of the application.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.3 Jan 15 This update introduces several key enhancements to improve your digital experience:
Security improvements: We've updated the security aspects of the application to be even more secure.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.2 12/16/2025 This update introduces several key enhancements to improve your digital experience:
Enhanced Portfolio Transactions: We have refined the functionality around portfolio transactions to provide a more intuitive and seamless experience.
Income and Expenditure Data: The My Wealth section has been updated to now include your income and expenditure data, offering a more comprehensive overview of your financial position.
Redesigned Dark Mode: We have completely redesigned our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.1 10/30/2025 Updates to transactions page
Bug fixes on performance page 2.7.0 10/01/2025 - Resolved bug in transactions detail page 2.6.8 08/07/2025 We've improved our 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.7 07/29/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.6 04/22/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.5 03/04/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages.
Also fixed various app crashes to improve stability. 2.6.4 12/13/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.3 11/27/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.2 10/21/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently. 2.6.1 07/31/2024 Major changes:
- Improved experience for iPad users
Minor changes:
- Bug fixes and stability improvements 2.6.0 04/29/2024 Major changes:
- Benchmarks
If you can see a performance graph, then you can now compare your portfolio’s performance to a benchmark as agreed with your adviser, and appropriate for your agreed investment strategy.
Click 'Select Benchmark' below your performance graph, choose the benchmark you want to see, then tap the graph to see your benchmark & performance for that period.
Minor changes:
- Bug fixes and stability improvements 2.5.0 02/01/2024 Minor changes:
- Bug fixes 2.0.1 11/30/2023 Major changes:
- Updated security policies
Minor changes:
- Bug fixes 2.0.0 11/22/2023 Minor changes:
- Bug fixes 1.7.0 09/29/2023 Major changes:
- Improved accessibility
Minor changes:
- Bug fixes 1.6.0 09/21/2023 Major changes:
- Quicker login for some clients
- Formatting of positions view
Minor changes:
- Improvements to maintenance banner
- Minor bug fixes 1.2.1 07/18/2023 1.0 05/29/2023
version 2.7.7
posted on 2026-07-25
Version History This update introduces several key enhancements to improve your digital experience:
iPad experience improvements: We've updated the my iPad experience of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.7 May 12 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.6 Apr 5 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.5 Apr 4 This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. 2.7.4 Mar 18 This update introduces several key enhancements to improve your digital experience:
Portfolio improvements: We've updated the portfolio pages of the application.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.3 Jan 15 This update introduces several key enhancements to improve your digital experience:
Security improvements: We've updated the security aspects of the application to be even more secure.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.2 12/16/2025 This update introduces several key enhancements to improve your digital experience:
Enhanced Portfolio Transactions: We have refined the functionality around portfolio transactions to provide a more intuitive and seamless experience.
Income and Expenditure Data: The My Wealth section has been updated to now include your income and expenditure data, offering a more comprehensive overview of your financial position.
Redesigned Dark Mode: We have completely redesigned our dark mode to improve accessibility and provide a stylish new look for the application. 2.7.1 10/30/2025 Updates to transactions page
Bug fixes on performance page 2.7.0 10/01/2025 - Resolved bug in transactions detail page 2.6.8 08/07/2025 We've improved our 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.7 07/29/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.6 04/22/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages and settings.
Also fixed various app crashes to improve stability. 2.6.5 03/04/2025 We've added a new 'My Wealth' feature as well as improved the UX/UI for secure messages.
Also fixed various app crashes to improve stability. 2.6.4 12/13/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.3 11/27/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently 2.6.2 10/21/2024 - Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.
Update now to enjoy these enhancements and continue managing your investments securely and efficiently. 2.6.1 07/31/2024 Major changes:
- Improved experience for iPad users
Minor changes:
- Bug fixes and stability improvements 2.6.0 04/29/2024 Major changes:
- Benchmarks
If you can see a performance graph, then you can now compare your portfolio’s performance to a benchmark as agreed with your adviser, and appropriate for your agreed investment strategy.
Click 'Select Benchmark' below your performance graph, choose the benchmark you want to see, then tap the graph to see your benchmark & performance for that period.
Minor changes:
- Bug fixes and stability improvements 2.5.0 02/01/2024 Minor changes:
- Bug fixes 2.0.1 11/30/2023 Major changes:
- Updated security policies
Minor changes:
- Bug fixes 2.0.0 11/22/2023 Minor changes:
- Bug fixes 1.7.0 09/29/2023 Major changes:
- Improved accessibility
Minor changes:
- Bug fixes 1.6.0 09/21/2023 Major changes:
- Quicker login for some clients
- Formatting of positions view
Minor changes:
- Improvements to maintenance banner
- Minor bug fixes 1.2.1 07/18/2023 1.0 05/29/2023
version 2.7.4
posted on 2026-03-18
This update introduces several key enhancements to improve your digital experience:
My Wealth improvements: We've updated the my wealth pages of the application.
Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application.
version 2.7.3
posted on 2026-01-15
This update introduces several key enhancements to improve your digital experience:
Portfolio improvements: We've updated the portfolio pages of the application.
Customer feedback: We've been loving your feedback and now we've added a way for you to give us direct feedback in the more section of the application.
Updated Dark Mode: We have updated our dark mode to improve accessibility and provide a stylish new look for the application.
version 2.6.8
posted on 2025-08-07
Aug 7, 2025
Version 2.6.8
- Resolved bug in transactions detail page
Disclaimer
Official App Store Link
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