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About PurposePath

On demand access to your most important financial information is more convenient than ever with PurposePath Capital's mobile app. This app provides access to your account balances, client reports, performance data, and secure, two-way client vault.

What’s new

Version 5.23.0 · Updated July 19, 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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