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Screenshots

  • Provenance Wealth Advisors screenshot 1
  • Provenance Wealth Advisors screenshot 2
  • Provenance Wealth Advisors screenshot 3

About Provenance Wealth Advisors

Provenance Wealth Advisors mobile app is designed to provide an easy to access 360-degree overview of your current financial affairs and financial planning. It allows you to view account information, balances and monitor your financial planning.

What’s new

Version 5.22.1 · Updated February 6, 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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