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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 E&E Financial app will allow you to view all of your account information, balances, as well as your financial plan, all from one convenient place on your mobile device.
Accessibility
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Version history 6 versions
Build 871132616v5.16.02024-12-13 23:37:20
- 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 868791057v5.14.02024-09-05 23:07:21
- 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 865077842v5.9.02024-04-09 20:41:11
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 858735167v5.5.22023-09-06 18:24:30
Bug fixes and performance enhancements.
Build 854855483v5.4.02023-02-09 23:43:16
Bug fixes and performance updates
Build 850844403v5.2.222022-07-15 17:19:06
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 |
|---|---|---|---|---|---|
| US | en-US | Free | 5 | 5.0 | 5.16.0 |
| 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 |
| 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 9 changes · US
✎
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 E&E Financial app will allow you to view all of your account information, balances, as well as your financial plan, all from one convenient place on your mo
✎
name updated
E&E 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 5.5.2 released
Bug fixes and performance enhancements.
◆
Version 5.4.0 released
Bug fixes and performance updates
◆
Version 5.2.22 released