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75 of 75 storefronts
Content in en-US
Content in en-US
Information
Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 5.16.0
- 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
Description
The Bedel Financial client portal app allows you to easily access your portfolio information, including account balances, allocation, performance, transactions, statements and more.
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 7 versions
Build 871135293v5.16.02024-12-14 17:18:56
- 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 868825385v5.14.02024-09-07 18:29:59
- 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 865054578v5.9.02024-04-09 11:03:07
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 858734902v5.6.42023-12-20 19:01:21
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
Build 854830025v5.4.02023-02-09 18:51:06
Bug fixes and performance updates
Build 850378644v5.2.182022-06-24 16:08:55
Bug fixes and performance updates
Build 843886670v5.2.82021-09-01 13:05:19
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 75 of 75 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| AG | en-GB | Free | 0 | — | 5.16.0 |
| AI | en-GB | Free | 0 | — | 5.16.0 |
| AO | en-GB | Free | 0 | — | 5.16.0 |
| AR | es-MX | Free | 0 | — | 5.16.0 |
| BB | en-GB | Free | 0 | — | 5.16.0 |
| BF | en-GB | Free | 0 | — | 5.16.0 |
| BJ | en-GB | Free | 0 | — | 5.16.0 |
| BO | es-MX | Free | 0 | — | 5.16.0 |
| BR | pt-BR | Free | 0 | — | 5.16.0 |
| BS | en-GB | Free | 0 | — | 5.16.0 |
| BW | en-GB | Free | 0 | — | 5.16.0 |
| BZ | en-GB | Free | 0 | — | 5.16.0 |
| CD | en-GB | Free | 0 | — | 5.16.0 |
| CG | en-GB | Free | 0 | — | 5.16.0 |
| CI | fr-FR | Free | 0 | — | 5.16.0 |
| CL | es-MX | Free | 0 | — | 5.16.0 |
| CM | fr-FR | Free | 0 | — | 5.16.0 |
| CO | es-MX | Free | 0 | — | 5.16.0 |
| CR | es-MX | Free | 0 | — | 5.16.0 |
| CV | en-GB | Free | 0 | — | 5.16.0 |
| DM | en-GB | Free | 0 | — | 5.16.0 |
| DO | es-MX | Free | 0 | — | 5.16.0 |
| DZ | en-GB | Free | 0 | — | 5.16.0 |
| EC | es-MX | Free | 0 | — | 5.16.0 |
| GA | fr-FR | Free | 0 | — | 5.16.0 |
| GD | en-GB | Free | 0 | — | 5.16.0 |
| GH | en-GB | Free | 0 | — | 5.16.0 |
| GM | en-GB | Free | 0 | — | 5.16.0 |
| GT | es-MX | Free | 0 | — | 5.16.0 |
| GW | en-GB | Free | 0 | — | 5.16.0 |
| GY | en-GB | Free | 0 | — | 5.16.0 |
| HN | es-MX | Free | 0 | — | 5.16.0 |
| JM | en-GB | Free | 0 | — | 5.16.0 |
| KE | en-GB | Free | 0 | — | 5.16.0 |
| KN | en-GB | Free | 0 | — | 5.16.0 |
| KY | en-GB | Free | 0 | — | 5.16.0 |
| LC | en-GB | Free | 0 | — | 5.16.0 |
| LR | en-GB | Free | 0 | — | 5.16.0 |
| LY | en-GB | Free | 0 | — | 5.16.0 |
| MA | en-GB | Free | 0 | — | 5.16.0 |
| MG | en-GB | Free | 0 | — | 5.16.0 |
| ML | en-GB | Free | 0 | — | 5.16.0 |
| MS | en-GB | Free | 0 | — | 5.16.0 |
| MU | en-GB | Free | 0 | — | 5.16.0 |
| MW | en-GB | Free | 0 | — | 5.16.0 |
| MX | es-MX | Free | 0 | — | 5.16.0 |
| MZ | en-GB | Free | 0 | — | 5.16.0 |
| NA | en-GB | Free | 0 | — | 5.16.0 |
| NE | en-GB | Free | 0 | — | 5.16.0 |
| NG | en-GB | Free | 0 | — | 5.16.0 |
| NI | es-MX | Free | 0 | — | 5.16.0 |
| PA | es-MX | Free | 0 | — | 5.16.0 |
| PE | es-MX | Free | 0 | — | 5.16.0 |
| PY | es-MX | Free | 0 | — | 5.16.0 |
| RW | en-GB | Free | 0 | — | 5.16.0 |
| SC | en-GB | Free | 0 | — | 5.16.0 |
| SL | en-GB | Free | 0 | — | 5.16.0 |
| SN | en-GB | Free | 0 | — | 5.16.0 |
| SR | en-GB | Free | 0 | — | 5.16.0 |
| ST | en-GB | Free | 0 | — | 5.16.0 |
| SV | es-MX | Free | 0 | — | 5.16.0 |
| SZ | en-GB | Free | 0 | — | 5.16.0 |
| TC | en-GB | Free | 0 | — | 5.16.0 |
| TD | en-GB | Free | 0 | — | 5.16.0 |
| TN | en-GB | Free | 0 | — | 5.16.0 |
| TT | en-GB | Free | 0 | — | 5.16.0 |
| TZ | en-GB | Free | 0 | — | 5.16.0 |
| UG | en-GB | Free | 0 | — | 5.16.0 |
| US | en-US | Free | 0 | — | 5.16.0 |
| UY | en-GB | Free | 0 | — | 5.16.0 |
| VC | en-GB | Free | 0 | — | 5.16.0 |
| VE | es-MX | Free | 0 | — | 5.16.0 |
| VG | en-GB | Free | 0 | — | 5.16.0 |
| ZM | en-GB | Free | 0 | — | 5.16.0 |
| ZW | en-GB | Free | 0 | — | 5.16.0 |
Change log 10 changes · BB
✎
releaseNotes updated
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retiremen
✎
description updated
The Bedel Financial client portal app allows you to easily access your portfolio information, including account balances, allocation, performance, transactions,
✎
name updated
Bedel Financial
◆
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 5.6.4 released
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
◆
Version 5.4.0 released
Bug fixes and performance updates
◆
Version 5.2.18 released
Bug fixes and performance updates
◆
Version 5.2.8 released