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FRNot Available
136 of 137 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
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• And more!
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 4 versions
Build 882205818v5.22.12026-02-05 23:24:24
- 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 875150822v5.19.02025-05-28 23:39:15
- 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 871139736v5.16.02024-12-14 17:54:56
- 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 870679702v5.14.42024-11-26 13:28:48
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 136 of 137 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 3 | 3.7 | 5.22.1 |
| AE | en-GB | Free | 0 | — | 5.22.1 |
| AF | en-GB | Free | 0 | — | 5.22.1 |
| AG | en-GB | Free | 0 | — | 5.22.1 |
| AL | en-GB | Free | 0 | — | 5.22.1 |
| AM | en-GB | Free | 0 | — | 5.22.1 |
| AO | en-GB | Free | 0 | — | 5.22.1 |
| AT | de-DE | Free | 0 | — | 5.22.1 |
| AU | en-AU | Free | 0 | — | 5.22.1 |
| BE | en-GB | Free | 0 | — | 5.22.1 |
| BF | en-GB | Free | 0 | — | 5.22.1 |
| BG | en-GB | Free | 0 | — | 5.22.1 |
| BH | en-GB | Free | 0 | — | 5.22.1 |
| BJ | en-GB | Free | 0 | — | 5.22.1 |
| BM | en-GB | Free | 0 | — | 5.22.1 |
| BW | en-GB | Free | 0 | — | 5.22.1 |
| BZ | en-GB | Free | 0 | — | 5.22.1 |
| CA | en-CA | Free | 0 | — | 5.22.1 |
| CD | en-GB | Free | 0 | — | 5.22.1 |
| CG | en-GB | Free | 0 | — | 5.22.1 |
| CH | de-CH | Free | 0 | — | 5.22.1 |
| CI | fr-FR | Free | 0 | — | 5.22.1 |
| CM | fr-FR | Free | 0 | — | 5.22.1 |
| CN | zh-Hans-CN | Free | 0 | — | 5.22.1 |
| CV | en-GB | 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 |
| DO | es-MX | Free | 0 | — | 5.22.1 |
| DZ | 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 |
| GA | fr-FR | Free | 0 | — | 5.22.1 |
| GB | en-GB | Free | 0 | — | 5.22.1 |
| GD | en-GB | Free | 0 | — | 5.22.1 |
| GE | en-GB | Free | 0 | — | 5.22.1 |
| GH | en-GB | Free | 0 | — | 5.22.1 |
| GM | en-GB | Free | 0 | — | 5.22.1 |
| GR | en-GB | Free | 0 | — | 5.22.1 |
| GW | en-GB | Free | 0 | — | 5.22.1 |
| GY | 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 |
| JM | en-GB | Free | 0 | — | 5.22.1 |
| JO | en-GB | Free | 0 | — | 5.22.1 |
| JP | ja | Free | 0 | — | 5.22.1 |
| KE | en-GB | Free | 0 | — | 5.22.1 |
| KN | en-GB | Free | 0 | — | 5.22.1 |
| KR | ko | Free | 0 | — | 5.22.1 |
| KW | en-GB | Free | 0 | — | 5.22.1 |
| KY | en-GB | Free | 0 | — | 5.22.1 |
| LB | en-GB | Free | 0 | — | 5.22.1 |
| LC | en-GB | Free | 0 | — | 5.22.1 |
| LK | en-GB | Free | 0 | — | 5.22.1 |
| LR | 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 |
| LY | en-GB | Free | 0 | — | 5.22.1 |
| MA | en-GB | Free | 0 | — | 5.22.1 |
| MD | en-GB | Free | 0 | — | 5.22.1 |
| ME | en-GB | Free | 0 | — | 5.22.1 |
| MG | en-GB | Free | 0 | — | 5.22.1 |
| MK | en-GB | Free | 0 | — | 5.22.1 |
| ML | 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 |
| MU | en-GB | Free | 0 | — | 5.22.1 |
| MY | en-GB | 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 |
| 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 |
| RU | ru | Free | 0 | — | 5.22.1 |
| RW | en-GB | Free | 0 | — | 5.22.1 |
| SA | en-GB | Free | 0 | — | 5.22.1 |
| SB | en-GB | Free | 0 | — | 5.22.1 |
| SC | 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 |
| SL | en-GB | Free | 0 | — | 5.22.1 |
| SN | en-GB | Free | 0 | — | 5.22.1 |
| SR | en-GB | Free | 0 | — | 5.22.1 |
| ST | en-GB | Free | 0 | — | 5.22.1 |
| SZ | en-GB | Free | 0 | — | 5.22.1 |
| TD | 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 |
| TN | 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 |
| TZ | en-GB | Free | 0 | — | 5.22.1 |
| UA | en-GB | Free | 0 | — | 5.22.1 |
| UG | en-GB | Free | 0 | — | 5.22.1 |
| UZ | en-GB | Free | 0 | — | 5.22.1 |
| VC | 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 |
| ZM | en-GB | Free | 0 | — | 5.22.1 |
| ZW | en-GB | Free | 0 | — | 5.22.1 |
Not available in: FR
Change log 7 changes · PG
✎
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
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to
✎
name updated
HBKS Wealth
◆
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 5.16.0 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 5.14.4 released