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Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 5.19.0
- 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
Description
This Mobile App allows you to view account information, balances and easily contact your advisor
Accessibility
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Version history 10 versions
Build 875118224v5.19.02025-05-27 23:34:06
- 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 871142263v5.16.02024-12-14 22:30:57
- 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 868909834v5.14.02024-09-10 22:54:56
- 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 865104862v5.9.02024-04-10 19:51:32
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 863260642v5.6.52024-01-29 19:09:34
- 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 858734938v5.5.22023-09-07 19:18:11
Bug fixes and performance enhancements.
Build 854805121v5.4.02023-02-11 05:27:46
Bug fixes and performance updates
Build 850378652v5.2.182022-06-25 22:42:04
Bug fixes and performance updates
Build 846394095v5.2.102022-01-04 19:51:37
Updated Name
Build 844969487v5.2.82021-10-29 21:16:36
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 1 | 5.0 | 5.19.0 |
Change log 13 changes · US
✎
releaseNotes updated
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar sel
✎
description updated
This Mobile App allows you to view account information, balances and easily contact your advisor
✎
name updated
OpenAir Advisers
◆
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 5.16.0 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 5.6.5 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 5.5.2 released
Bug fixes and performance enhancements.
◆
Version 5.4.0 released
Bug fixes and performance updates
◆
Version 5.2.18 released
Bug fixes and performance updates
◆
Version 5.2.10 released
Updated Name
◆
Version 5.2.8 released