Lutz Financial

Lutz Financial

Free
Click to generate a QR code for easy access to the app on the App Store
Rating summary

About Lutz Financial

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Features

Developer of Lutz Financial

Lutz Financial screenshot #1 for iPhone
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Lutz Financial screenshot #4 for iPhone
iphone
ipad
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This mobile application allows you to easily view your accounts managed by Lutz Financial. Features include Account/Portfolio Values, Holdings Summary, Performance Reporting, Point to Point Performance (down to the asset), Account Activity/Transactions, Statements, Forms, and Downloads. The app also includes your Advisor’s contact information and a secure link to upload documents.
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What's New in Lutz Financial

5.14.0

September 6, 2024

- 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

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Alternatives to Lutz Financial

Lutz Financial FAQ

Is the software for Lutz Financial compatible with iPads?

Yes, Lutz Financial is available for iPad users.

Who built the Lutz Financial app?

The creator of Lutz Financial is Lutz Financial Services, LLC.

What is the minimum iOS version supported by Lutz Financial?

The Lutz Financial app currently supports iOS 13.4 or later.

How do users rate the app?

Currently, there are no user ratings available for Lutz Financial.

What is the category of the Lutz Financial app?

Lutz Financial Relates To The Finance App Genre.

What’s the latest version of the Lutz Financial app?

The latest version of Lutz Financial is 5.14.0.

When did the new Lutz Financial update happen?

December 2, 2024 is the date of the latest update of the Lutz Financial app.

When did Lutz Financial first launch?

Lutz Financial officially launched on February 5, 2023.

What age is suitable for the Lutz Financial app?

Lutz Financial is considered child-appropriate and rated Lutz Financial Services, LLC.

What languages are available on Lutz Financial?

The following list of languages is supported by the Lutz Financial app: English.

Does Apple Arcade provide access to Lutz Financial for its subscribers?

No, Lutz Financial is not featured on Apple Arcade.

Can users make in-app purchases in Lutz Financial?

Unfortunately, users cannot make in-app purchases within Lutz Financial.

Does Lutz Financial provide support for Apple Vision Pro?

No, Lutz Financial does not provide support for Apple Vision Pro.

Does Lutz Financial incorporate ads within the app?

No, Lutz Financial does not incorporate ads within the app.