Atlantic Union Bank Wealth
Finance
Free
The Atlantic Union Bank Wealth Management mobile application is your personal financial portal that gives you instant access to the following from any of your devices:
• Home Page: Provides company details, contact information for your financial team as well as a personalized at-a-glance view of your investment accounts.
• Portfolio View: Dynamic view of your entire portfolio including a customizable dashboard that shows activity summary, asset allocation, gains and losses, and transactions.
• Document Vault: Track, store, and share important documents with your financial team.
more • User login enhancements
• Performance Enhancements
• Bug Fixes
1.94 Mar 7
• Updated vault experience
• Performance Enhancements
• Bug Fixes
1.93 Jan 17
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
1.92.1 12/22/2025
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
1.92 12/13/2025
* Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes
1.91 11/08/2025
* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
1.90.1 09/13/2025
* Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes
1.89 07/26/2025
* Supportability and sustainability improvements
* Bug Fixes
1.88 06/07/2025
* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements
1.87 04/29/2025
* New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements
1.86 03/08/2025
* Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements
1.85 01/18/2025
* Enhanced the Vault Statement user experience to provide easier paths.
* Custodial statements are now consolidated for easy viewing in the new Vault Statements section.
* Supportability and Sustainability enhancements.
1.84 12/21/2024
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
1.83 10/12/2024
* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.
1.82 09/10/2024
* Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements
1.81 07/27/2024
* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability
1.80 06/08/2024
* 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
1.78 04/22/2024
* 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
1.77 03/09/2024
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
1.76 01/20/2024
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
1.75 12/12/2023
* 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.
1.74 10/28/2023
* 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
1.73 09/17/2023
* 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
1.71 07/29/2023
* Improved Performance Card to be able to support Additional Benchmark functionality.
* Enhanced loggings to be able to provide additional support for our mobile users.
* Bug Fixes
1.69 06/11/2023
Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks.
Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users.
Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience
1.67 04/22/2023
• User login enhancements
• Performance Enhancements
• Bug Fixes
more Version 1.94 Mar 7
Data Used to Track You The following data may be used to track you across apps and websites owned by other companies:
Data Linked to You The following data may be collected and linked to your identity:
Contact Info Identifiers Usage Data 