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qplum - Wealth Management Plans. AI Robo Advisor.

qplum - Wealth Management Plans. AI Robo Advisor. version history

‹ General Info
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Version 9.0.0
Updated 5 years ago
Version 8.8.0
Updated 5 years ago
Version 7.9.0
Updated 5 years ago
Version 7.8.2
Updated 5 years ago
Version 7.7.5
Updated 5 years ago
Version 7.7.3
Updated 5 years ago
Version 7.4.1
Updated 6 years ago
Changelog What's New?

With this update:
- Open TD Ameritrade and Interactive Brokers linked investment accounts
- Support to make transfers above $50K ACH limit with wire transfers
- More detailed Monthly Auto-Deposits summary for invested accounts
- Invest one-time or monthly when opening a new account
- Better context for in-progress events on your invested accounts
Version 7.4.0
Updated 6 years ago
Changelog What's New?

With this update:
- Open TD Ameritrade and Interactive Brokers linked investment accounts
- Support to make transfers above $50K ACH limit with wire transfers
- More detailed Monthly Auto-Deposits summary for invested accounts
- Invest one-time or monthly when opening a new account
- Better context for in-progress events on your invested accounts
Version 7.0.2
Updated 6 years ago
Changelog What's New?

With this update:
- View detailed Monthly Auto-Deposits summary for invested accounts
- Open new accounts with monthly investments instead of a one-time investment
Version 6.8.0
Updated 6 years ago
Changelog What's New?

With this update:
- View your current and target risk level
- View your current portfolio and cash allocation
- In Beta: View your customized financial plan and qplum recommendations.
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