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qplum - Wealth Management Plans. AI Robo Advisor.
qplum - Wealth Management Plans. AI Robo Advisor. version history
‹ General Info| Version | 6.7.1 |
| 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. |
| Version | 6.1.0 |
| Updated | 6 years ago |
| Changelog | What's New? In this update: - Rollover your existing 401k to an IRA - In Beta: View your customized financial plan and qplum recommendations |
| Version | 6.0.0 |
| Updated | 6 years ago |
| Changelog | What's New? In this update: - Rollover your existing 401k to an IRA |
| Version | 5.9.0 |
| Updated | 6 years ago |
| Changelog | What's New? In this update: - Rollover your existing 401k to an IRA |
| Version | 5.7.0 |
| Updated | 6 years ago |
| Changelog | What's New? In this update: - View the breakdown of your investment allocation across portfolios |
| Version | 5.6.0 |
| Updated | 6 years ago |
| Changelog | What's New? In this update: - View the breakdown of your investment allocation across portfolios |
| Version | 5.5.2 |
| Updated | 6 years ago |
| Changelog | "One brokerage account; one personalized portfolio." In this update: - Simplified your experience of adding funds and deciding what portfolio to invest in. Invest as per our suggestion, or create your own, while adding funds to your account. - Added support for transfers for existing individual, joint and IRA accounts. |
| Version | 5.5.0 |
| Updated | 6 years ago |
| Changelog | "One brokerage account; one personalized portfolio." In this update: - Simplified your experience of adding funds and deciding what portfolio to invest in. Invest as per our suggestion, or create your own, while adding funds to your account. - Added support for transfers for existing individual, joint and IRA accounts. |
| Version | 5.4.0 |
| Updated | 6 years ago |
| Changelog | "One brokerage account; one personalized portfolio." In this update: - Simplified your experience of adding funds and deciding what portfolio to invest in. Invest as per our suggestion, or create your own, while adding funds to your account. - Added support for transfers for existing individual and joint accounts. |
| Version | 5.1.2 |
| Updated | 6 years ago |
| Changelog | Someone once said, "Wealth is the ability to fully experience life." Whether you're building wealth for now or later, qplum has the tools to help you along the way. In this update: - Ability to open an IRA account from the app. - For invested users, get a 360-degree view of your wealth, including your assets held outside of qplum. |
