Potentially good app
Might be a good app but there is no place to set up user name or password. How’d that get missed??
Free
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Details about Investment HQ
- Released
- Updated
- iOS Version
- Age Rating
- Size
- Devices
- Languages
Features
Developer of Investment HQ
- Versions
- Price History
- Description
- FAQ
Version History of Investment HQ
5.14.0
September 5, 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
More5.13.3
August 19, 2024
- Bug fixes - Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app - Clients will now have the same experience in mobile as the web client portal - Custom built video statements within the Document Vault are now accessible via mobile app - Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
More5.5.1
August 18, 2023
Bug fixes and performance updates
5.2.16
March 17, 2022
Bug fixes and performance updates
5.2.13
March 1, 2022
Bug fixes and performance updates
4.3.0
August 13, 2020
Update to the Reset Password screen
4.1.1
June 5, 2019
Updates to available integrations
4.0.1
November 28, 2017
Updated logos
4.0.0
October 28, 2017
- Forgot Password - Cloud Storage - Commentary - Fixes account display
More1.0
November 3, 2016
Price History of Investment HQ
Description of Investment HQ
At Investment HQ we have designed a technology platform that is built to make life easier for you, your staff, and your select families. Through our mobile app, the advisor or client can log in to view client accounts, portfolio values, holding summary, performance reporting, easily access your advisor contact information, and more.
Investment HQ: FAQ
Can Investment HQ support iPad devices?
Yes, Investment HQ can be used on an iPad.
Who created the app?
The Investment HQ app was developed by Advisors Excel, LLC.
What should be the minimum iOS version for Investment HQ?
The minimum required iOS version for the app to work is 13.4 or higher.
How do users rate Investment HQ?
Investment HQ has an average rating of 3.7 out of 5.
What is the primary genre of the Investment HQ app?
The Primary Genre Of The Investment Hq App Is Finance.
What is the recent version of Investment HQ?
5.14.0 is the newly released version of the Investment HQ app.
What is the update date for Investment HQ?
The most recent update for Investment HQ was released on December 1, 2024.
When was the app initially released?
The release date of the app was on February 5, 2023.
What is the content advisory rating for Investment HQ?
Suitable for children aged 4 and up, contains no objectionable material.
What languages does Investment HQ support?
You can use the Investment HQ app in English.
Does Investment HQ belong to Apple Arcade's curated library?
Unfortunately, Investment HQ is not on Apple Arcade.
Are in-app purchases part of Investment HQ?
Unfortunately, in-app purchases are not part of Investment HQ.
Does Investment HQ support Apple Vision Pro compatibility?
No, Investment HQ does not support compatibility with Apple Vision Pro.
Are there commercial ads in Investment HQ?
No, there are no commercial ads in Investment HQ.