About Beacon Hill
Beacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations. Version History - Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for...
Beacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.
Version History - Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes 5.23.0 Jul 19 - iOS permission message enhancement 5.20.6 Jan 31 - Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes 5.19.0 05/28/2025 - Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes 5.17.1 04/15/2025 - 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 5.14.0 09/06/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/09/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/08/2023 Bug fixes and performance updates 5.2.18 06/24/2022 Bug fixes and performance updates 5.2.17 04/12/2022 Updated Logo 5.2.10 01/05/2022 -Added ability to filter in the Positions view -Fixed bug in which Performance was not hiding when disabled 5.2.8 09/29/2021 Bug fixes and performance updates 4.4.0 07/28/2021 Beacon Hill mobile allows you to easily view your portfolio values and allocations. 4.1.0 06/14/2018 4.0.0 12/19/2017
Previous Versions
Here you can find the changelog of Beacon Hill since it was posted on our website on 2023-09-06 17:52:11.
The latest version is 5.23.0 and it was updated on 2026-10-17 05:08:21. See below the changes in each version.
Beacon Hill version 5.23.0
Updated At: 2026-10-14
Changes: Version History - Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes 5.23.0 Jul 19 - iOS permission message enhancement 5.20.6 Jan 31 - Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes 5.19.0 05/28/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 04/15/2025 - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/09/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/08/2023 Bug fixes and performance updates 5.2.18 06/24/2022 Bug fixes and performance updates 5.2.17 04/12/2022 Updated Logo 5.2.10 01/05/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.8 09/29/2021 Bug fixes and performance updates 4.4.0 07/28/2021 Beacon Hill mobile allows you to easily view your portfolio values and allocations. 4.1.0 06/14/2018 4.0.0 12/19/2017
Beacon Hill version 5.23.0
Updated At: 2026-09-04
Changes: Version History - Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes 5.23.0 Jul 19 - iOS permission message enhancement 5.20.6 Jan 31 - Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes 5.19.0 05/28/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 04/15/2025 - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/09/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/08/2023 Bug fixes and performance updates 5.2.18 06/24/2022 Bug fixes and performance updates 5.2.17 04/12/2022 Updated Logo 5.2.10 01/05/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.8 09/29/2021 Bug fixes and performance updates 4.4.0 07/28/2021 This app has been updated by Apple to prepare for watchOS 27 compatibility. No new features are included.
Beacon Hill mobile allows you to easily view your portfolio values and allocations. 4.1.0 06/14/2018 4.0.0 12/19/2017
Beacon Hill version 5.23.0
Updated At: 2026-08-22
Changes: Version History - Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes 5.23.0 Jul 19 - iOS permission message enhancement 5.20.6 Jan 31 - Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes 5.19.0 05/28/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 04/15/2025 - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/09/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/08/2023 Bug fixes and performance updates 5.2.18 06/24/2022 Bug fixes and performance updates 5.2.17 04/12/2022 Updated Logo 5.2.10 01/05/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.8 09/29/2021 Bug fixes and performance updates 4.4.0 07/28/2021 This update from Apple will improve the functionality of this app. No new features are included.
Beacon Hill mobile allows you to easily view your portfolio values and allocations. 4.1.0 06/14/2018 4.0.0 12/19/2017
Beacon Hill version 5.23.0
Updated At: 2026-07-24
Changes: Version History - Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes 5.23.0 5d ago - iOS permission message enhancement 5.20.6 Jan 31 - Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes 5.19.0 05/28/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 04/15/2025 - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/09/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/08/2023 Bug fixes and performance updates 5.2.18 06/24/2022 Bug fixes and performance updates 5.2.17 04/12/2022 Updated Logo 5.2.10 01/05/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.8 09/29/2021 Bug fixes and performance updates 4.4.0 07/28/2021 This update from Apple will improve the functionality of this app. No new features are included.
Beacon Hill mobile allows you to easily view your portfolio values and allocations. 4.1.0 06/14/2018 4.0.0 12/19/2017
Beacon Hill version 5.20.6
Updated At: 2026-07-07
Changes: Version History - iOS permission message enhancement 5.20.6 Jan 31 - Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes 5.19.0 05/28/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 04/15/2025 - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/09/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/08/2023 Bug fixes and performance updates 5.2.18 06/24/2022 Bug fixes and performance updates 5.2.17 04/12/2022 Updated Logo 5.2.10 01/05/2022 -Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled 5.2.8 09/29/2021 Bug fixes and performance updates 4.4.0 07/28/2021 This update from Apple will improve the functionality of this app. No new features are included.
Beacon Hill mobile allows you to easily view your portfolio values and allocations. 4.1.0 06/14/2018 4.0.0 12/19/2017
Beacon Hill version 5.20.6
Updated At: 2026-01-31
Changes: - iOS permission message enhancement
Beacon Hill version 5.19.0
Updated At: 2025-05-28
Changes: May 28, 2025
Version 5.19.0
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
Beacon Hill version 5.17.1
Updated At: 2025-04-15
Changes: Apr 15, 2025
Version 5.17.1
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
Beacon Hill version 5.14.0
Updated At: 2024-09-06
Changes: Sep 6, 2024
Version 5.14.0
- 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
Beacon Hill version 5.9.0
Updated At: 2024-04-09
Changes: Apr 9, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Disclaimer
Official App Store Link
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