# BB Asset Management

> BB Asset Management (iPhone/iPad app by Baker Boyer National Bank.)

- Source: https://appshunter.io/ios/app/bb-asset-management/id1556061338 (this page in markdown: same URL + `.md`)
- Developer: [Baker Boyer National Bank](https://appshunter.io/developer/635343498)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2021-03-01
- Data updated: 2026-05-15
- User reviews in markdown: https://appshunter.io/ios/app/bb-asset-management/id1556061338/reviews.md

## What is BB Asset Management?

Lets you easily view your Baker Boyer portfolio holdings, allocation, and performance by household or account. This app is for use by investment management clients of Baker Boyer Bank.


## Version history (last 5 releases)

### 5.16.0 — 2024-12-14

- 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

### 5.6.7 — 2024-03-04

- 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

### 5.5.0 — 2023-09-01

Bug fixes and performance enhancements.

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## More apps by Baker Boyer National Bank

- [BB RDC](https://appshunter.io/ios/app/bb-rdc/id1111567064)
- [Baker Boyer Mobile](https://appshunter.io/ios/app/baker-boyer-mobile/id1524509873)

All apps by Baker Boyer National Bank: https://appshunter.io/developer/635343498

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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 2026-05-15.*