Jon D. Rock: Personal CFO

Jon D. Rock: Personal CFO

Optimize your financial future

Details about Jon D. Rock

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages
  • March 16, 2022
  • September 29, 2024
  • 15.0+
  • 4+
  • 146.09MB
  • iPhone, iPod
  • English

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Developer of Jon D. Rock

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Version History of Jon D. Rock

1.4.5

September 2, 2024

We made a major leap forward! Say Hello to our Artificial Intelligence (AI) enabled personal CFO. Chat and plan your financial strategy powered by artificial intelligence technology. Worried about your security and privacy? Cybersecurity is front and center on Jon D. Rock’s mind. You now need a six-pin code to access the app. Need to manage your emergency savings? We have you covered. The app now calculates cash levels across your linked and manually inputted accounts to keep you updated in real – time of your 3-,6-, and 12–month cash liquidity levels. Keep track of your Stock, ETF and Mutual Fund holdings! Press the +Add button on the home screen and build a custom portfolio. Take advantage of a 14-day free trial and head over to the budget tab to keep track/categorize your monthly expenses. Link a spending account to get started!

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1.4.4

April 6, 2024

We made a major leap forward! Say Hello to our Artificial Intelligence (AI) enabled personal CFO. Chat and plan your financial strategy powered by artificial intelligence technology. Worried about your security and privacy? Cybersecurity is front and center on Jon D. Rock’s mind. You now need a six-pin code to access the app. Need to manage your emergency savings? We have you covered. The app now calculates cash levels across your linked and manually inputted accounts to keep you updated in real – time of your 3-,6-, and 12–month cash liquidity levels. Keep track of your Stock, ETF and Mutual Fund holdings! Press the +Add button on the home screen and build a custom portfolio. Take advantage of a 14-day free trial and head over to the budget tab to keep track/categorize your monthly expenses. Link a spending account to get started!

More

1.4.3

April 3, 2024

We made a major leap forward! Say Hello to our Artificial Intelligence (AI) enabled personal CFO. Chat and plan your financial strategy powered by artificial intelligence technology. Worried about your security and privacy? Cybersecurity is front and center on Jon D. Rock’s mind. You now need a six-pin code to access the app. Need to manage your emergency savings? We have you covered. The app now calculates cash levels across your linked and manually inputted accounts to keep you updated in real – time of your 3-,6-, and 12–month cash liquidity levels. Keep track of your Stock, ETF and Mutual Fund holdings! Press the +Add button on the home screen and build a custom portfolio. Take advantage of a 14-day free trial and head over to the budget tab to keep track/categorize your monthly expenses. Link a spending account to get started!

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1.4.2

June 1, 2023

We made some improvements. Download the app to check it out!

1.4.1

April 5, 2023

Free basic version available NOW! Manually input assets, liabilities and investment holdings free of cost! Do you want to integrate all your financial accounts and take advantage of all features? Press financial account integration and subscribe for a 14 - day free trial! Need to manage your emergency savings? We have you covered. The app now calculates cash levels across your linked and manually inputted accounts to keep you updated in real - time of your 3 - , 6 - , and 12 - month cash liquidity levels. Keep track of your Stock, ETF and Mutual Fund holdings! Press the +Add button on the Home Screen and build a custom portfolio. Do you have trouble building a well - diversified portfolio? Now available, the Wealth feature delivers a benchmark allocation for your investments. Head over to the budget tab to keep track/categorize your monthly expenses and gain visibility to your monthly subscriptions. Link a spending account to get started!

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1.4

September 19, 2022

Free basic version now available. Manually input assets, liabilities and investment holdings free of cost! Do you want to integrate all your financial accounts and take advantage of all features? Press financial account integration and subscribe for a 14 - day free trial! We made some improvements! Cybersecurity is front and center on Jon D. Rock’s mind. You now need a six - pin code to access the app. Need to manage your emergency savings? We have you covered. The app now calculates cash levels across your linked and manually inputted accounts to keep you updated in real - time of your 3 - , 6 - , and 12 - month cash liquidity levels. Keep track of your Stock, ETF and Mutual Fund holdings! Press the +Add button on the Home Screen and build a custom portfolio. Head over to the budget tab to keep track/categorize your monthly expenses. Link a spending account to get started!

More

1.3

August 30, 2022

Free basic version now available. Manually input assets, liabilities and investment holdings free of cost! Do you want to integrate all your financial accounts and take advantage of all features? Press financial account integration and subscribe for a 14 - day free trial! We made some improvements! Cybersecurity is front and center on Jon D. Rock’s mind. You now need a six - pin code to access the app. Need to manage your emergency savings? We have you covered. The app now calculates cash levels across your linked and manually inputted accounts to keep you updated in real - time of your 3 - , 6 - , and 12 - month cash liquidity levels. Keep track of your Stock, ETF and Mutual Fund holdings! Press the +Add button on the Home Screen and build a custom portfolio. Head over to the budget tab to keep track/categorize your monthly expenses. Link a spending account to get started!

More

1.2.9

July 21, 2022

We made some improvements! Cybersecurity is front and center on Jon D. Rock’s mind. You now need a six-pin code to access the app. Need to manage your emergency savings? We have you covered. The app now calculates cash levels across your linked and manually inputted accounts to keep you updated in real – time of your 3-,6-, and 12–month cash liquidity levels. Keep track of your Stock, ETF and Mutual Fund holdings! Press the +Add button on the home screen and build a custom portfolio. Take advantage of a 14-day free trial and head over to the budget tab to keep track/categorize your monthly expenses. Link a spending account to get started!

More

1.2.8

June 28, 2022

We made some improvements! Cybersecurity is front and center on Jon D. Rock’s mind. You now need a six-pin code to access the app. Need to manage your emergency savings? We have you covered. The app now calculates cash levels across your linked and manually inputted accounts to keep you updated in real – time of your 3-,6-, and 12–month cash liquidity levels. Keep track of your Stock, ETF and Mutual Fund holdings! Press the +Add button on the home screen and build a custom portfolio. Take advantage of a 14-day free trial and head over to the budget tab to keep track/categorize your monthly expenses. Link a spending account to get started!

More

1.2.7

May 24, 2022

You can now keep track of your Stock, ETF and Mutual Fund holdings! Press the +Add button on the home screen and build a custom portfolio. Take advantage of a 14 day free trial and head over to the budget tab to keep track/categorize your monthly expenses. Link a spending account to get started!

More

Jon D. Rock Subscription Plans

Financial Roadmap

Built for the investor blazing a trail

$5.991 Month
14 Days trial

Price History of Jon D. Rock

Description of Jon D. Rock

Where will you be in 5 years? Map a clear path to your ideal tomorrow. Choose to access technology and artificial intelligence (AI) to help you achieve your vision and meet your goals. Welcome to Jon D. Rock! As a modern adult, you aren’t defined by your job, home, or education. You are focused on building a life with purpose, on your own terms. Perhaps you dream of traveling for a year, popping the big question to your partner, building a start – up or adding flexibility to your life. Imagine your ideal life in five years. Do you see your vision realized leading to something radically different from where you are today? Expand your vision of what is possible. Wherever you are going, Jon D. Rock can help you arrive there. With our tools, you will develop a financial plan that lets you thrive, while staying true to your vision and values. • Artificial Intelligence (AI) Personal CFO - Experience real-time assistance with managing your finances effectively. Get tailored advice and recommendations based on your individual financial situation. Strategize debt reduction, plan and execute goal-oriented savings, receive investment strategy guidance, and more—all powered by artificial intelligence technology. • Spending Plan - Check how much money you spend each month on different things. This includes all your spending accounts, like credit cards or bank accounts. You can create your own budget categories for things that are important to you. If you have transactions that don't fit any of the categories, you can sort them and then put them in the right place. • Asset Allocation Model - Complete a short questionnaire to receive guidance on an optimal investment strategy, minimizing risk and maximizing portfolio returns over time to reach your financial goals. • Net Worth Calculator - By linking your financial accounts, you can get a 360-degree view of your net worth in real time. This includes checking, savings, investments, loans, and any other accounts you may have. You can do this manually or through a service called Plaid. • Emergency Savings Tracker - Keep track of how much money you have in different places so you always have enough cash to cover emergencies. If the cash emergency expense levels are not right, Jon D. Rock automatically calculates the required deposits every 12, 24, or 36 months to reach each of the 3-, 6- and 12-month levels. • Portfolio Data - Learn about the different types of investments in your portfolios and gain critical data driven market insights. • Goal Roadmap - Helps you create five important long-term and short-term monthly goals. You can create a long-term goal with a desired amount and target date, and then link your financial account to save for that goal. If you save or check your account balance, the app will show you how close you are to reaching your goal. Plus, you can set up a monthly goal to work towards the larger long-term goal. The app will track your progress based on how much money goes in and out of your account each month. If you link an investment account, the app will tell you how much to deposit each month to reach your goal by the target date. • Custom Portfolio - Keep track of outside investment accounts that are not integrated or hypothetical investments. By linking your accounts with your long-term goals, you can see how much money you need to deposit every month to reach your goal by the target date. Financial planning can be confusing. With Jon D. Rock, you gain clarity and control of your future. It’s like a light blazing a trail towards your ideal tomorrow. A paid monthly subscription is required to use Jon D. Rock. Take advantage of a 14 – day free trial. $5.99/mo. thereafter. Cancel anytime. Jon D. Rock values your privacy and data security. We never have access to your financial institution account credentials, logins or passwords. This information is encrypted with protocols like the Advanced Encryption Standard(AES 256) and Transport Layer Security(TLS).
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Jon D. Rock: FAQ

Does Jon D. Rock offer an iPad version?

Jon D. Rock is not iPad-compatible.

Who launched the app?

Jon D. Rock, Inc. is the developer of the Jon D. Rock app.

What’s the minimum iOS requirement for the Jon D. Rock app?

The minimum iOS requirement for the app is 15.0 or higher.

How does the Jon D. Rock app rank among users?

With a rating of 4.9 out of 5, Jon D. Rock is one of the top-rated apps in its category.

What’s the app category of Jon D. Rock?

The Main Genre Of The Jon D. Rock App Is Finance.

Which version of Jon D. Rock is the latest one?

1.4.5 is the newest version of Jon D. Rock.

When was the most recent Jon D. Rock update made available?

The last update for Jon D. Rock was on September 29, 2024.

Do you know when Jon D. Rock was first made available?

Jon D. Rock was first released on February 5, 2023.

What is the age rating of Jon D. Rock?

This app is appropriate for all ages, with no offensive or inappropriate content.

What are the languages supported by Jon D. Rock?

Jon D. Rock is available in English.

Is Jon D. Rock accessible through Apple Arcade's subscription model?

Unfortunately, Jon D. Rock is not on Apple Arcade.

Does Jon D. Rock allow for in-app purchases?

Yes, Jon D. Rock allows for in-app purchases to enhance your experience.

Can I use Jon D. Rock with Apple Vision Pro?

No, you cannot use Jon D. Rock with Apple Vision Pro.

Are ads featured prominently in Jon D. Rock?

No, ads are not featured prominently in Jon D. Rock.

Screenshots of Jon D. Rock

Jon D. Rock: Personal CFO screenshot #1 for iPhone
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Alternatives to Jon D. Rock

Reviews of Jon D. Rock

Leave a Review Jon D. Rock
  • Money Management Made Simple

    This app is a financial Swiss Army knife. Budgeting, investing, goal-tracking - it does it all. The AI suggestions are surprisingly helpful, and I love how it visualizes my progress. The learning curve is a bit steep, but stick with it. It's transformed how I think about money. A must-have for anyone serious about their finances.
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  • Great concept, but ran into tech issues

    I really like the idea of this app and that it puts everything together all in one place (banks accounts, mortgage, car loans, credit cards, etc.) that way you can get a big picture look at where your finances are at. Unfortunately, the app wouldn’t allow me to integrate my accounts so I haven’t been able to see it in action yet. When I go to link my bank account through Plaid it says “Well Done. We are linked.” However, once I go back to the main page where it is supposed to display my net worth, it does not display and says it’s at zero. I tried multiple times and this kept happening. I then manually inputted my mortgage information and that did correctly display on my net worth. I tried again to link a different account through Plaid, just in case it was an issue with my bank. This time I tried Acorns and Plaid said that it was successful in linking, but when I would go back to the main page, the only thing that displayed was my mortgage. I started exploring other parts within the app and then it logged me out all of the sudden. Once I logged back in, everything was back to zero and my mortgage was no longer inputted either. I like the design of the app and it seems like it would be pretty user friendly once these bugs are improved. I think it has lots of potential.
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    Developer Response

    Hi! - Thank you very much for the review. Super helpful feedback! We are still ironing out a few kinks on the connection with our data aggregator partner, Plaid. Sometimes the financial institution you are linking returns an error message. It's sort of random and we don't exactly know yet why some users experience this issue and others do not. For example, I have no issues linking checking, credit cards, etc.; however, when working with some of our testers, they do encounter, even though it's the same financial institution. Regarding the logging back in and not seeing the information display, there is a 3 -5 second lag where the app (out servers, really) is placing a call to your financial institution and to our back - end to come up with the information (and, calculation) that is supposed to be displayed on the home - screen. We just designed and are coding a "loader" screen that will seamlessly communicate that the information will be displayed shortly. We get so enthusiastic about our product that we forget our users don't understand the nuances of how it behaves. Thanks again for the contribution. Very much appreciated! All the best!