GRP Financial

HUB International Midwest Limited · Finance

Free

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Chart standing · US

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About

This mobile app allows you to view account information, portfolio values, holdings, statements, and easily contact your advisor

What's new · 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

Details

ReleasedMay 2024
UpdatedDec 2024
Version5.16.0
Size43.3 MB
RequiresiOS 13.4 or later
Age rating4+
LanguagesEnglish
PriceFree
Categories FinanceBusiness
Bundle IDcom.advisorlynx.mobileadvisor.grp