Acorn Creek App

Acorn Creek App

by Acorn Creek Capital, LLC

1 ratings
Free

Rating summary

Details

Released
December 17, 2023
Updated
December 13, 2024

Features

Acorn Creek App screenshot #1 for iPhone
Acorn Creek App screenshot #2 for iPhone
Acorn Creek App screenshot #3 for iPhone
Acorn Creek App screenshot #4 for iPhone
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About

This app allows Acorn Creek Capital clients to manage their finances. View investments, track net worth, develop budgets, and monitor expenses. Securely store documents and access team contact information.

✓View investments
✓Monitor net worth
✓Develop budget
✓Track expenses
✓Store documents
✓Access team contacts
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What's New in Acorn Creek App

5.16.0

December 13, 2024

- 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

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FAQ

Is Acorn Creek App secure for my financial data?

The app is designed for Acorn Creek Capital clients to view their investments and financial plans. Specific security measures are implemented by Acorn Creek Capital to protect client data within the platform.

What financial institutions does Acorn Creek App support?

This app is exclusively for Acorn Creek Capital clients and is designed to display their specific investments and financial plans managed through Acorn Creek Capital.

Can I make transactions through Acorn Creek App?

The app allows you to view your investments, monitor net worth, and develop your budget. It is primarily for tracking and planning, not for executing direct financial transactions.

How often is Acorn Creek App updated?

The latest version, 5.16.0, was updated on December 13, 2024. This indicates a commitment to regular updates and maintenance for the application.

What devices can I use Acorn Creek App on?

Acorn Creek App is available for iPhone, iPad, and iPod devices, as indicated by its supported devices list.

What is the age rating for Acorn Creek App?

Acorn Creek App has an age rating of 4+, making it suitable for a wide range of users.

Does Acorn Creek App have ads?

No, Acorn Creek App does not contain advertisements. It is a free application designed for client use.

What do users like about Acorn Creek App?

Based on the single rating available, the app has received a perfect 5.0 stars, suggesting a highly positive user experience for its clients.