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About Arista Wealth

The Arista Wealth Management app gives clients a clear, secure view of their financial life anytime, anywhere. Designed to support thoughtful planning and long-term decision making, the app puts essential account information and planning resources right at your fingertips.

With the Arista app, clients can view account balances and performance, access important documents, and stay connected with their advisory team. The platform is built with security first and designed for ease of use, so you can spend less time navigating technology and more time focusing on your financial goals.

Whether you are tracking progress, preparing for a meeting, or simply checking in, the Arista Wealth Management app keeps your financial picture organized and accessible in one streamlined experience.

What’s new

Version 5.23.0 · Updated July 18, 2026

- 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

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