Lindamood Financial Group
Finance
Free
The Lindamood Financial Group Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with Lindamood Financial Group in a simple, elegant interface.
Requirements: You need to be a client of Lindamood Financial Group that has been enabled for the app. If you would like to request access, please contact Lindamood Financial Group.
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 08/06/2025
* 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 01/19/2025
* 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 08/15/2024
* 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 03/08/2024
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
1.76 01/30/2024
* 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 10/04/2023
* 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
• User login enhancements
• Performance Enhancements
• Bug Fixes
more Version 1.94 Mar 7
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