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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 5.22.1
- 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 Lucia Capital Group Portal is designed for clients of Lucia Capital Group, providing instant access to account valuation, and reporting information. View your Lucia Capital Group account information directly from your mobile device.
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 11 versions
Build 882236527v5.22.12026-02-06 21:07:43
- 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 875174118v5.19.02025-05-29 19:41:20
- 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 872085591v5.17.02025-01-28 18:16:58
- 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 868906743v5.14.02024-09-10 22:33:25
- 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 863266069v5.6.52024-01-30 01:11:41
- 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 842693340v4.4.02021-06-17 16:31:08
General fixes and updates
Build 824041357v4.0.02017-10-17 01:10:28
- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display
Build 818471662v3.2.512016-09-14 02:39:30
Update app name and description
Build 814719886v3.2.02015-12-01 17:57:02
Added iOS 9 Support
Added Touch ID Support
Build 812668104v3.0.42015-06-25 16:55:48
A completely re-designed mobile experience that will exponentially improve efficiency and convenience.
Build 8283887v1.2.0.02012-06-02 16:02:40
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 | — | 5.22.1 |
| AF | en-GB | Free | 0 | — | 5.22.1 |
| AL | en-GB | Free | 0 | — | 5.22.1 |
| AM | en-GB | Free | 0 | — | 5.22.1 |
| AT | de-DE | Free | 0 | — | 5.22.1 |
| AU | en-AU | Free | 0 | — | 5.22.1 |
| AZ | en-GB | Free | 0 | — | 5.22.1 |
| BA | en-GB | Free | 0 | — | 5.22.1 |
| BE | en-GB | Free | 0 | — | 5.22.1 |
| BG | en-GB | Free | 0 | — | 5.22.1 |
| BH | en-GB | Free | 0 | — | 5.22.1 |
| BM | en-GB | Free | 0 | — | 5.22.1 |
| BN | en-GB | Free | 0 | — | 5.22.1 |
| BT | en-GB | Free | 0 | — | 5.22.1 |
| BY | en-GB | Free | 0 | — | 5.22.1 |
| CA | en-CA | Free | 0 | — | 5.22.1 |
| CH | de-CH | Free | 0 | — | 5.22.1 |
| CN | zh-Hans-CN | Free | 0 | — | 5.22.1 |
| CY | en-GB | Free | 0 | — | 5.22.1 |
| CZ | en-GB | Free | 0 | — | 5.22.1 |
| DE | de-DE | Free | 0 | — | 5.22.1 |
| DK | en-GB | Free | 0 | — | 5.22.1 |
| EE | en-GB | Free | 0 | — | 5.22.1 |
| EG | en-GB | Free | 0 | — | 5.22.1 |
| ES | es-ES | Free | 0 | — | 5.22.1 |
| FI | en-GB | Free | 0 | — | 5.22.1 |
| FJ | en-GB | Free | 0 | — | 5.22.1 |
| FM | en-GB | Free | 0 | — | 5.22.1 |
| GB | en-GB | Free | 0 | — | 5.22.1 |
| GE | en-GB | Free | 0 | — | 5.22.1 |
| GR | en-GB | Free | 0 | — | 5.22.1 |
| HK | zh-Hant-HK | Free | 0 | — | 5.22.1 |
| HR | en-GB | Free | 0 | — | 5.22.1 |
| HU | en-GB | Free | 0 | — | 5.22.1 |
| ID | en-GB | Free | 0 | — | 5.22.1 |
| IE | en-GB | Free | 0 | — | 5.22.1 |
| IL | en-GB | Free | 0 | — | 5.22.1 |
| IN | en-GB | Free | 0 | — | 5.22.1 |
| IQ | en-GB | Free | 0 | — | 5.22.1 |
| IS | en-GB | Free | 0 | — | 5.22.1 |
| IT | it | Free | 0 | — | 5.22.1 |
| JO | en-GB | Free | 0 | — | 5.22.1 |
| JP | ja | Free | 0 | — | 5.22.1 |
| KG | en-GB | Free | 0 | — | 5.22.1 |
| KH | en-GB | Free | 0 | — | 5.22.1 |
| KR | ko | Free | 0 | — | 5.22.1 |
| KW | en-GB | Free | 0 | — | 5.22.1 |
| KZ | en-GB | Free | 0 | — | 5.22.1 |
| LA | en-GB | Free | 0 | — | 5.22.1 |
| LB | en-GB | Free | 0 | — | 5.22.1 |
| LK | en-GB | Free | 0 | — | 5.22.1 |
| LT | en-GB | Free | 0 | — | 5.22.1 |
| LU | en-GB | Free | 0 | — | 5.22.1 |
| LV | en-GB | Free | 0 | — | 5.22.1 |
| MD | en-GB | Free | 0 | — | 5.22.1 |
| ME | en-GB | Free | 0 | — | 5.22.1 |
| MK | en-GB | Free | 0 | — | 5.22.1 |
| MM | en-GB | Free | 0 | — | 5.22.1 |
| MN | en-GB | Free | 0 | — | 5.22.1 |
| MO | zh-Hant-HK | Free | 0 | — | 5.22.1 |
| MR | en-GB | Free | 0 | — | 5.22.1 |
| MT | en-GB | Free | 0 | — | 5.22.1 |
| MV | en-GB | Free | 0 | — | 5.22.1 |
| MY | en-GB | Free | 0 | — | 5.22.1 |
| NL | nl | Free | 0 | — | 5.22.1 |
| NO | en-GB | Free | 0 | — | 5.22.1 |
| NP | en-GB | Free | 0 | — | 5.22.1 |
| NR | en-GB | Free | 0 | — | 5.22.1 |
| NZ | en-AU | Free | 0 | — | 5.22.1 |
| OM | en-GB | Free | 0 | — | 5.22.1 |
| PG | en-GB | Free | 0 | — | 5.22.1 |
| PH | en-GB | Free | 0 | — | 5.22.1 |
| PK | en-GB | Free | 0 | — | 5.22.1 |
| PL | en-GB | Free | 0 | — | 5.22.1 |
| PT | pt-PT | Free | 0 | — | 5.22.1 |
| PW | en-GB | Free | 0 | — | 5.22.1 |
| QA | en-GB | Free | 0 | — | 5.22.1 |
| RO | en-GB | Free | 0 | — | 5.22.1 |
| RS | en-GB | Free | 0 | — | 5.22.1 |
| RU | ru | Free | 0 | — | 5.22.1 |
| SA | en-GB | Free | 0 | — | 5.22.1 |
| SB | en-GB | Free | 0 | — | 5.22.1 |
| SE | sv | Free | 0 | — | 5.22.1 |
| SG | en-GB | Free | 0 | — | 5.22.1 |
| SI | en-GB | Free | 0 | — | 5.22.1 |
| SK | en-GB | Free | 0 | — | 5.22.1 |
| TH | en-GB | Free | 0 | — | 5.22.1 |
| TJ | en-GB | Free | 0 | — | 5.22.1 |
| TM | en-GB | Free | 0 | — | 5.22.1 |
| TO | en-GB | Free | 0 | — | 5.22.1 |
| TR | en-GB | Free | 0 | — | 5.22.1 |
| TW | zh-Hant-TW | Free | 0 | — | 5.22.1 |
| UA | en-GB | Free | 0 | — | 5.22.1 |
| US | en-US | Free | 0 | — | 5.22.1 |
| UZ | en-GB | Free | 0 | — | 5.22.1 |
| VN | en-GB | Free | 0 | — | 5.22.1 |
| VU | en-GB | Free | 0 | — | 5.22.1 |
| XK | en-GB | Free | 0 | — | 5.22.1 |
| YE | en-GB | Free | 0 | — | 5.22.1 |
| ZA | en-GB | Free | 0 | — | 5.22.1 |
Not available in: FR
Change log 14 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 Lucia Capital Group Portal is designed for clients of Lucia Capital Group, providing instant access to account valuation, and reporting information. View yo
✎
name updated
LCG Portal
◆
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 5.19.0 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 5.17.0 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 5.6.5 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 4.4.0 released
General fixes and updates
◆
Version 4.0.0 released
- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display
◆
Version 3.2.51 released
Update app name and description
◆
Version 3.2.0 released
Added iOS 9 Support
Added Touch ID Support
◆
Version 3.0.4 released
A completely re-designed mobile experience that will exponentially improve efficiency and convenience.
◆
Version 1.2.0.0 released