About Mayflower Advisors
Mayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances,...
Mayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal vault storage archive and a direct connection to your wealth manager and support team—all from the convenience of your handheld device.
Mayflower Advisors safeguards client security and privacy via the Mayflower App’s 128-bit encryption: the same level of protection provided with desktop transactions. Mayflower Advisors does not store clients’ personal account information, nor is your full account number displayed on your mobile device. As a result, account data will remain protected even if a client’s mobile device is lost or stolen.
Requirement: Only existing Mayflower Advisors’ clients are authorized to use the Mayflower App. Existing clients can contact their individual wealth manager to request access and support. Mayflower Advisors does not charge clients a fee to access the Mayflower App, but third-party message/data rates may apply.
About Mayflower Advisors: Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement plan consulting and foundation/endowment advisory services. The Boston-based practice has partnered with three generations of clients to help meet long-term financial goals via flexible, scalable infrastructure and custom planning solutions. Mayflower Advisors embraces a client-centric, entrepreneurial culture that promotes stability, accountability and teamwork. To learn more about our full suite of financial life management solutions, visit https://www.MayflowerAdvisors.com.
Mayflower Financial Advisors, LLC (dba Mayflower Advisors, “Mayflower”) is an SEC registered investment adviser with its principal place of business in Boston, Massachusetts. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by investment advisor representatives through Mayflower. Private Client Services and Mayflower are unaffiliated entities. For more information about Mayflower visit their website (https://www.MayflowerAdvisors.com) or the SEC’s website (www.adviserinfo.sec.gov).
Apr 22, 2024
Version 1.78
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
Previous Versions
Here you can find the changelog of Mayflower Advisors since it was posted on our website on 2023-09-06 18:39:36.
The latest version is 1.78 and it was updated on 2024-04-25 18:14:48. See below the changes in each version.
Mayflower Advisors version 1.78
Updated At: 2024-04-22
Changes: Apr 22, 2024
Version 1.78
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
Mayflower Advisors version 1.77
Updated At: 2024-03-08
Changes: Mar 8, 2024
Version 1.77
* Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients
Mayflower Advisors version 1.76
Updated At: 2024-01-20
Changes: Jan 20, 2024
Version 1.76
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
Mayflower Advisors version 1.75
Updated At: 2023-12-09
Changes: Dec 9, 2023
Version 1.75
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
Mayflower Advisors version 1.74
Updated At: 2023-10-28
Changes: Oct 28, 2023
Version 1.74
* RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app.
Mayflower Advisors version 1.73
Updated At: 2023-09-19
Changes: Sep 19, 2023
Version 1.73
* Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins
Mayflower Advisors version 1.71
Updated At: 2023-07-30
Changes: Jul 30, 2023
Version 1.71
* Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic
Disclaimer
Official App Store Link
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