# Bauer Heitzmann

> Aggregate financial accounts and track investment performance. (iPhone/iPad app by Wealth Bauer Management, LLC.)

- Source: https://appshunter.io/ios/app/bauer-heitzmann/id1520668949 (this page in markdown: same URL + `.md`)
- Developer: [Wealth Bauer Management, LLC](https://appshunter.io/developer/1520668951)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2020-06-26
- Data updated: 2026-07-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/bauer-heitzmann/id1520668949/reviews.md

## What is Bauer Heitzmann?

This Mobile App allows you to view aggregate account information from multiple custodians, current balances, and personal investment performance.

## Key features

- Aggregate account information
- View current balances
- Track investment performance
- Multi-custodian support


## Frequently asked questions about Bauer Heitzmann

### What financial institutions does Bauer Heitzmann support?

The app allows you to view aggregate account information from multiple custodians. Specific supported institutions are not detailed in the provided information, but it is designed for broad compatibility.

### Is Bauer Heitzmann secure for my financial data?

While the description focuses on functionality, financial aggregation apps typically employ robust security measures. Users should always review an app's privacy policy for detailed security information.

### What types of transactions can I view with Bauer Heitzmann?

The app allows you to view aggregate account information, current balances, and personal investment performance. Specific transaction details beyond balances are not explicitly mentioned.

### How often is Bauer Heitzmann updated?

The latest version is 5.19.0, and it was last updated on May 28, 2025. This indicates a recent and active development cycle.

### What devices is Bauer Heitzmann available on?

Bauer Heitzmann is available on iPhone, iPad, and iPod devices, indicated by its support for these platforms.

### What is the age rating for Bauer Heitzmann?

The app has an age rating of 4+, making it suitable for a wide range of users.

### Does Bauer Heitzmann have ads?

No, Bauer Heitzmann does not contain advertisements, as indicated by the 'hasAds' flag being false.

### What is the user sentiment for Bauer Heitzmann?

The app has a perfect rating of 5.0 stars from 1 rating, suggesting a highly positive initial user experience.

## 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

### 5.17.1 — 2025-04-16

- 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 — 2024-09-06

- 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

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

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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 2026-07-05.*