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Preview 2 platforms
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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 your Stone House Investment Management account information and balances on the go!
Accessibility
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Version history 11 versions
Build 875182724v5.19.02025-05-29 21:47:14
- 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 871980374v5.17.02025-01-23 18:53:26
- 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 868930433v5.14.02024-09-11 16:28:50
- 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 865240245v5.9.02024-04-16 17:57:39
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Build 860704831v5.6.12023-10-16 21:02:38
- 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 860618269v5.6.02023-10-12 19:28:30
- 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 845708756v4.4.02021-12-03 23:11:35
Updated Logo
Build 832815090v4.1.02019-09-18 18:06:25
Updates to available integrations
Build 815053230v3.2.02015-12-08 20:23:28
Added iOS 9 Support
Added Touch ID Support
Build 812352642v3.0.42015-05-11 18:55:14
A completely re-designed mobile app experience to exponentially improve efficiency and convenience.
Build 121122633v2.1.0.02013-11-16 21:53:22
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 | 0 | — | 5.19.0 |
Change log 14 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 your Stone House Investment Management account information and balances on the go!
✎
name updated
Stone House Inv
◆
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 5.9.0 released
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
◆
Version 5.6.1 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 5.6.0 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
Updated Logo
◆
Version 4.1.0 released
Updates to available integrations
◆
Version 3.2.0 released
Added iOS 9 Support
Added Touch ID Support
◆
Version 3.0.4 released
A completely re-designed mobile app experience to exponentially improve efficiency and convenience.
◆
Version 2.1.0.0 released