About Bluespring Wealth California
Bluespring Wealth California mobile application allows authorized users to view account valuation, performance, and reporting information in application developed specifically for mobile devices. Version History -...
Bluespring Wealth California mobile application allows authorized users to view account valuation, performance, and reporting information in application developed specifically for mobile devices.
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 - 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 5.22.5 Jun 25 - 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 5.16.0 12/14/2024 - 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 09/11/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/07/2023 Bug fixes and performance updates 5.3.2 11/01/2022 Bug fixes and performance updates 4.4.0 10/14/2021 Updates to available integrations 4.1.0 07/11/2018 -Forgot Password -Cloud Storage -Commentary -Fixes account display 3.3.0 10/05/2017 3.2.5 10/03/2016
Previous Versions
Here you can find the changelog of Bluespring Wealth California since it was posted on our website on 2016-12-24 15:17:08.
The latest version is 5.23.0 and it was updated on 2026-10-18 07:41:13. See below the changes in each version.
Bluespring Wealth California version 5.23.0
Updated At: 2026-10-15
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 - 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 5.22.5 Jun 25 - 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 5.16.0 12/14/2024 - 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 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/07/2023 Bug fixes and performance updates 5.3.2 11/01/2022 Bug fixes and performance updates 4.4.0 10/14/2021 Updates to available integrations 4.1.0 07/11/2018 -Forgot Password
-Cloud Storage
-Commentary
-Fixes account display 3.3.0 10/05/2017 3.2.5 10/03/2016
Bluespring Wealth California 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 4d ago - 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 5.22.5 Jun 25 - 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 5.16.0 12/14/2024 - 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 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/07/2023 Bug fixes and performance updates 5.3.2 11/01/2022 Bug fixes and performance updates 4.4.0 10/14/2021 Updates to available integrations 4.1.0 07/11/2018 -Forgot Password
-Cloud Storage
-Commentary
-Fixes account display 3.3.0 10/05/2017 3.2.5 10/03/2016
Bluespring Wealth California version 5.22.5
Updated At: 2026-07-06
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 5.22.5 Jun 25 - 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 5.16.0 12/14/2024 - 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 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/07/2023 Bug fixes and performance updates 5.3.2 11/01/2022 Bug fixes and performance updates 4.4.0 10/14/2021 Updates to available integrations 4.1.0 07/11/2018 -Forgot Password
-Cloud Storage
-Commentary
-Fixes account display 3.3.0 10/05/2017 3.2.5 10/03/2016
Bluespring Wealth California version 5.22.5
Updated At: 2026-06-29
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 5.22.5 3d ago - 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 5.16.0 12/14/2024 - 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 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/07/2023 Bug fixes and performance updates 5.3.2 11/01/2022 Bug fixes and performance updates 4.4.0 10/14/2021 Updates to available integrations 4.1.0 07/11/2018 -Forgot Password
-Cloud Storage
-Commentary
-Fixes account display 3.3.0 10/05/2017 3.2.5 10/03/2016
Bluespring Wealth California version 5.16.0
Updated At: 2026-05-28
Changes: Version History - 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 5.16.0 12/14/2024 - 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 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/07/2023 Bug fixes and performance updates 5.3.2 11/01/2022 Bug fixes and performance updates 4.4.0 10/14/2021 Updates to available integrations 4.1.0 07/11/2018 -Forgot Password
-Cloud Storage
-Commentary
-Fixes account display 3.3.0 10/05/2017 3.2.5 10/03/2016
Bluespring Wealth California version 5.16.0
Updated At: 2024-12-14
Changes: Dec 14, 2024
Version 5.16.0
- 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
Bluespring Wealth California version 5.16.0
Updated At: 2024-12-14
Changes: - 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
Bluespring Wealth California version 5.14.0
Updated At: 2024-09-11
Changes: Sep 11, 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
Bluespring Wealth California version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Bluespring Wealth California version 5.5.2
Updated At: 2023-09-05
Changes: Sep 5, 2023
Version 5.5.2
Bug fixes and performance enhancements.
Disclaimer
Official App Store Link
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