Whalen Wealth 5.14.0

Whalen Wealth Management, Inc. ❘ Freeware ❘
iOS

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Title:	Whalen Wealth 5.14.0
Operating Systems:	iOS
License:	Freeware
Date added:	10/04/2026
Publisher:	Whalen Wealth Management, Inc.
Rating:	Download client to rate!
Changelog:	- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

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