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FRNot Available
100 of 101 storefronts
Content in en-US
Content in en-US
Information
Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 5.22.4
- 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
Description
This Mobile App allows clients to access account information, holdings and investments
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 10 versions
Build 886205334v5.22.42026-05-27 20:32:01
- 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
Build 882191972v5.22.12026-02-05 19:13:02
- 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
Build 871138072v5.16.02024-12-14 17:44:58
- 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
Build 868800413v5.14.02024-09-06 09:16:12
- 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
Build 865085233v5.9.02024-04-10 10:12:55
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 859714620v5.5.22023-09-06 21:40:47
Bug fixes and performance enhancements.
Build 842745405v4.4.02021-06-26 15:13:13
General fixes and enhancements
Build 823900659v3.3.02017-10-04 16:57:25
- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display
Build 822587079v3.262017-06-17 21:58:55
Updated imagery and app store name.
Build 822371488v3.252017-06-01 19:09:16
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 100 of 101 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| AE | en-GB | Free | 0 | — | 5.22.4 |
| AF | en-GB | Free | 0 | — | 5.22.4 |
| AL | en-GB | Free | 0 | — | 5.22.4 |
| AM | en-GB | Free | 0 | — | 5.22.4 |
| AT | de-DE | Free | 0 | — | 5.22.4 |
| AU | en-AU | Free | 0 | — | 5.22.4 |
| AZ | en-GB | Free | 0 | — | 5.22.4 |
| BA | en-GB | Free | 0 | — | 5.22.4 |
| BE | en-GB | Free | 0 | — | 5.22.4 |
| BG | en-GB | Free | 0 | — | 5.22.4 |
| BH | en-GB | Free | 0 | — | 5.22.4 |
| BM | en-GB | Free | 0 | — | 5.22.4 |
| BN | en-GB | Free | 0 | — | 5.22.4 |
| BT | en-GB | Free | 0 | — | 5.22.4 |
| BY | en-GB | Free | 0 | — | 5.22.4 |
| CA | en-CA | Free | 0 | — | 5.22.4 |
| CH | de-CH | Free | 0 | — | 5.22.4 |
| CN | zh-Hans-CN | Free | 0 | — | 5.22.4 |
| CY | en-GB | Free | 0 | — | 5.22.4 |
| CZ | en-GB | Free | 0 | — | 5.22.4 |
| DE | de-DE | Free | 0 | — | 5.22.4 |
| DK | en-GB | Free | 0 | — | 5.22.4 |
| EE | en-GB | Free | 0 | — | 5.22.4 |
| EG | en-GB | Free | 0 | — | 5.22.4 |
| ES | es-ES | Free | 0 | — | 5.22.4 |
| FI | en-GB | Free | 0 | — | 5.22.4 |
| FJ | en-GB | Free | 0 | — | 5.22.4 |
| FM | en-GB | Free | 0 | — | 5.22.4 |
| GB | en-GB | Free | 0 | — | 5.22.4 |
| GE | en-GB | Free | 0 | — | 5.22.4 |
| GR | en-GB | Free | 0 | — | 5.22.4 |
| HK | zh-Hant-HK | Free | 0 | — | 5.22.4 |
| HR | en-GB | Free | 0 | — | 5.22.4 |
| HU | en-GB | Free | 0 | — | 5.22.4 |
| ID | en-GB | Free | 0 | — | 5.22.4 |
| IE | en-GB | Free | 0 | — | 5.22.4 |
| IL | en-GB | Free | 0 | — | 5.22.4 |
| IN | en-GB | Free | 0 | — | 5.22.4 |
| IQ | en-GB | Free | 0 | — | 5.22.4 |
| IS | en-GB | Free | 0 | — | 5.22.4 |
| IT | it | Free | 0 | — | 5.22.4 |
| JO | en-GB | Free | 0 | — | 5.22.4 |
| JP | ja | Free | 0 | — | 5.22.4 |
| KG | en-GB | Free | 0 | — | 5.22.4 |
| KH | en-GB | Free | 0 | — | 5.22.4 |
| KR | ko | Free | 0 | — | 5.22.4 |
| KW | en-GB | Free | 0 | — | 5.22.4 |
| KZ | en-GB | Free | 0 | — | 5.22.4 |
| LA | en-GB | Free | 0 | — | 5.22.4 |
| LB | en-GB | Free | 0 | — | 5.22.4 |
| LK | en-GB | Free | 0 | — | 5.22.4 |
| LT | en-GB | Free | 0 | — | 5.22.4 |
| LU | en-GB | Free | 0 | — | 5.22.4 |
| LV | en-GB | Free | 0 | — | 5.22.4 |
| MD | en-GB | Free | 0 | — | 5.22.4 |
| ME | en-GB | Free | 0 | — | 5.22.4 |
| MK | en-GB | Free | 0 | — | 5.22.4 |
| MM | en-GB | Free | 0 | — | 5.22.4 |
| MN | en-GB | Free | 0 | — | 5.22.4 |
| MO | zh-Hant-HK | Free | 0 | — | 5.22.4 |
| MR | en-GB | Free | 0 | — | 5.22.4 |
| MT | en-GB | Free | 0 | — | 5.22.4 |
| MV | en-GB | Free | 0 | — | 5.22.4 |
| MY | en-GB | Free | 0 | — | 5.22.4 |
| NL | nl | Free | 0 | — | 5.22.4 |
| NO | en-GB | Free | 0 | — | 5.22.4 |
| NP | en-GB | Free | 0 | — | 5.22.4 |
| NR | en-GB | Free | 0 | — | 5.22.4 |
| NZ | en-AU | Free | 0 | — | 5.22.4 |
| OM | en-GB | Free | 0 | — | 5.22.4 |
| PG | en-GB | Free | 0 | — | 5.22.4 |
| PH | en-GB | Free | 0 | — | 5.22.4 |
| PK | en-GB | Free | 0 | — | 5.22.4 |
| PL | en-GB | Free | 0 | — | 5.22.4 |
| PT | pt-PT | Free | 0 | — | 5.22.4 |
| PW | en-GB | Free | 0 | — | 5.22.4 |
| QA | en-GB | Free | 0 | — | 5.22.4 |
| RO | en-GB | Free | 0 | — | 5.22.4 |
| RS | en-GB | Free | 0 | — | 5.22.4 |
| RU | ru | Free | 0 | — | 5.22.4 |
| SA | en-GB | Free | 0 | — | 5.22.4 |
| SB | en-GB | Free | 0 | — | 5.22.4 |
| SE | sv | Free | 0 | — | 5.22.4 |
| SG | en-GB | Free | 0 | — | 5.22.4 |
| SI | en-GB | Free | 0 | — | 5.22.4 |
| SK | en-GB | Free | 0 | — | 5.22.4 |
| TH | en-GB | Free | 0 | — | 5.22.4 |
| TJ | en-GB | Free | 0 | — | 5.22.4 |
| TM | en-GB | Free | 0 | — | 5.22.4 |
| TO | en-GB | Free | 0 | — | 5.22.4 |
| TR | en-GB | Free | 0 | — | 5.22.4 |
| TW | zh-Hant-TW | Free | 0 | — | 5.22.4 |
| UA | en-GB | Free | 0 | — | 5.22.4 |
| US | en-US | Free | 0 | — | 5.22.4 |
| UZ | en-GB | Free | 0 | — | 5.22.4 |
| VN | en-GB | Free | 0 | — | 5.22.4 |
| VU | en-GB | Free | 0 | — | 5.22.4 |
| XK | en-GB | Free | 0 | — | 5.22.4 |
| YE | en-GB | Free | 0 | — | 5.22.4 |
| ZA | en-GB | Free | 0 | — | 5.22.4 |
Not available in: FR
Change log 13 changes · US
✎
releaseNotes updated
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
-
✎
description updated
This Mobile App allows clients to access account information, holdings and investments
✎
name updated
EPIQ Mobile
◆
Version 5.22.4 released
- 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
◆
Version 5.22.1 released
- 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
◆
Version 5.16.0 released
- 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 p
◆
Version 5.14.0 released
- 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 performanc
◆
Version 5.9.0 released
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
◆
Version 5.5.2 released
Bug fixes and performance enhancements.
◆
Version 4.4.0 released
General fixes and enhancements
◆
Version 3.3.0 released
- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display
◆
Version 3.26 released
Updated imagery and app store name.
◆
Version 3.25 released