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68 of 68 storefronts
Content in en-US
Content in en-US
Information
Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 5.22.1
- 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
The MONECO Advisors mobile app brings the ultimate client experience to your mobile devices. Download today to have access to your account information, investment performance, financial plan, and relevant market insights. The app also lets you schedule an appointment with your financial advisor with ease. Keep your financial plan on track with 24/7 access to key information from any device!
Accessibility
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Version history 9 versions
Build 882236731v5.22.12026-02-06 21:02:07
- 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 881579978v5.20.62026-01-21 03:58:18
- iOS permission message enhancement
Build 875174166v5.19.02025-05-29 19:41:04
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
Build 868873103v5.14.02024-09-10 09:42:36
- 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 867119479v5.13.22024-07-01 22:17:02
- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
Build 837415361v4.3.02020-08-19 07:44:32
Updated Name/Logos
Build 827758211v4.1.02018-07-04 17:06:50
Updates to available integrations
Build 823890016v3.3.02017-10-03 21:01:59
-Forgot Password
-Cloud Storage
-Commentary
-Fixes Account Display
Build 822902340v3.2.52017-07-16 17:23:01
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 68 of 68 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| AG | en-GB | Free | 0 | — | 5.22.1 |
| AI | en-GB | Free | 0 | — | 5.22.1 |
| AR | es-MX | Free | 0 | — | 5.22.1 |
| BB | en-GB | Free | 0 | — | 5.22.1 |
| BF | en-GB | Free | 0 | — | 5.22.1 |
| BJ | en-GB | Free | 0 | — | 5.22.1 |
| BO | es-MX | Free | 0 | — | 5.22.1 |
| BR | pt-BR | Free | 0 | — | 5.22.1 |
| BS | en-GB | Free | 0 | — | 5.22.1 |
| BZ | en-GB | Free | 0 | — | 5.22.1 |
| CD | en-GB | Free | 0 | — | 5.22.1 |
| CG | en-GB | Free | 0 | — | 5.22.1 |
| CM | fr-FR | Free | 0 | — | 5.22.1 |
| CR | es-MX | Free | 0 | — | 5.22.1 |
| DM | en-GB | Free | 0 | — | 5.22.1 |
| DO | es-MX | Free | 0 | — | 5.22.1 |
| DZ | en-GB | Free | 0 | — | 5.22.1 |
| EC | es-MX | Free | 0 | — | 5.22.1 |
| GA | fr-FR | Free | 0 | — | 5.22.1 |
| GD | en-GB | Free | 0 | — | 5.22.1 |
| GH | en-GB | Free | 0 | — | 5.22.1 |
| GM | en-GB | Free | 0 | — | 5.22.1 |
| GT | es-MX | Free | 0 | — | 5.22.1 |
| GW | en-GB | Free | 0 | — | 5.22.1 |
| GY | en-GB | Free | 0 | — | 5.22.1 |
| HN | es-MX | Free | 0 | — | 5.22.1 |
| JM | en-GB | Free | 0 | — | 5.22.1 |
| KE | en-GB | Free | 0 | — | 5.22.1 |
| KN | en-GB | Free | 0 | — | 5.22.1 |
| KY | en-GB | Free | 0 | — | 5.22.1 |
| LC | en-GB | Free | 0 | — | 5.22.1 |
| LR | en-GB | Free | 0 | — | 5.22.1 |
| LY | en-GB | Free | 0 | — | 5.22.1 |
| MA | en-GB | Free | 0 | — | 5.22.1 |
| MG | en-GB | Free | 0 | — | 5.22.1 |
| ML | en-GB | Free | 0 | — | 5.22.1 |
| MS | en-GB | Free | 0 | — | 5.22.1 |
| MU | en-GB | Free | 0 | — | 5.22.1 |
| MW | en-GB | Free | 0 | — | 5.22.1 |
| MX | es-MX | Free | 0 | — | 5.22.1 |
| MZ | en-GB | Free | 0 | — | 5.22.1 |
| NA | en-GB | Free | 0 | — | 5.22.1 |
| NE | en-GB | Free | 0 | — | 5.22.1 |
| NG | en-GB | Free | 0 | — | 5.22.1 |
| NI | es-MX | Free | 0 | — | 5.22.1 |
| PA | es-MX | Free | 0 | — | 5.22.1 |
| PE | es-MX | Free | 0 | — | 5.22.1 |
| PY | es-MX | Free | 0 | — | 5.22.1 |
| RW | en-GB | Free | 0 | — | 5.22.1 |
| SC | en-GB | Free | 0 | — | 5.22.1 |
| SL | en-GB | Free | 0 | — | 5.22.1 |
| SR | en-GB | Free | 0 | — | 5.22.1 |
| ST | en-GB | Free | 0 | — | 5.22.1 |
| SV | es-MX | Free | 0 | — | 5.22.1 |
| SZ | en-GB | Free | 0 | — | 5.22.1 |
| TC | en-GB | Free | 0 | — | 5.22.1 |
| TD | en-GB | Free | 0 | — | 5.22.1 |
| TN | en-GB | Free | 0 | — | 5.22.1 |
| TT | en-GB | Free | 0 | — | 5.22.1 |
| TZ | en-GB | Free | 0 | — | 5.22.1 |
| UG | en-GB | Free | 0 | — | 5.22.1 |
| US | en-US | Free | 0 | — | 5.22.1 |
| UY | en-GB | Free | 0 | — | 5.22.1 |
| VC | en-GB | Free | 0 | — | 5.22.1 |
| VE | es-MX | Free | 0 | — | 5.22.1 |
| VG | en-GB | Free | 0 | — | 5.22.1 |
| ZM | en-GB | Free | 0 | — | 5.22.1 |
| ZW | en-GB | Free | 0 | — | 5.22.1 |
Change log 12 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
The MONECO Advisors mobile app brings the ultimate client experience to your mobile devices. Download today to have access to your account information, investme
✎
name updated
MONECO Mobile
◆
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 5.20.6 released
- iOS permission message enhancement
◆
Version 5.19.0 released
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
◆
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 5.13.2 released
- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the
◆
Version 4.3.0 released
Updated Name/Logos
◆
Version 4.1.0 released
Updates to available integrations
◆
Version 3.3.0 released
-Forgot Password
-Cloud Storage
-Commentary
-Fixes Account Display
◆
Version 3.2.5 released