# Aveo Connect

> Secure mobile access to Aveo Capital client account information and documents. (iPhone/iPad app by Aveo Capital Partners, LLC.)

- Source: https://appshunter.io/ios/app/aveo-connect/id1188079922 (this page in markdown: same URL + `.md`)
- Developer: [Aveo Capital Partners, LLC](https://appshunter.io/developer/1188079921)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2016-12-22
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/aveo-connect/id1188079922/reviews.md

## What is Aveo Connect?

This mobile app allows clients of Aveo Capital to easily and securely access their account information and documents from anywhere they have an internet connection.

## Key features

- Secure account access
- View financial information
- Access client documents
- Available anywhere with internet
- Mobile convenience


## Frequently asked questions about Aveo Connect

### Is Aveo Connect secure for accessing financial information?

Yes, Aveo Connect is designed for secure access to your account information and documents. It ensures that your sensitive financial data is protected while you access it from any internet-connected location.

### What kind of financial information can I access with Aveo Connect?

You can easily and securely access your account information and important documents related to your investments with Aveo Capital. The app provides convenient access to these details on the go.

### Does Aveo Connect have ads?

No, Aveo Connect does not contain advertisements. The app is designed to provide a clean and focused experience for accessing your financial information.

### On which devices can I use Aveo Connect?

Aveo Connect is available for iPhone, iPad, and iPod devices. It is optimized for a seamless experience across these Apple platforms.

### How often is Aveo Connect updated?

The latest version of Aveo Connect is 5.19.0, and it was last updated on May 28, 2025. Updates typically include security enhancements and performance improvements.

### What is the age rating for Aveo Connect?

Aveo Connect has an age rating of 4+. This indicates that the app is suitable for users of all ages and does not contain mature content.

### Can I access my account information offline with Aveo Connect?

Aveo Connect requires an internet connection to access your account information and documents. It allows you to access your data from anywhere you have internet connectivity.

### What is the user rating for Aveo Connect?

Aveo Connect has a high user rating of 5.0 stars based on 2 ratings. This suggests a very positive user experience among its current users.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.0 — 2025-01-27

- 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

### 5.14.0 — 2024-09-10

- 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

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.2 — 2023-11-29

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*