# Berkeley, Inc

> Berkeley, Inc (iPhone/iPad app by Berkeley, Inc..)

- Source: https://appshunter.io/ios/app/berkeley-inc/id1553163247 (this page in markdown: same URL + `.md`)
- Developer: [Berkeley, Inc.](https://appshunter.io/developer/1553163249)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2021-02-27
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/berkeley-inc/id1553163247/reviews.md

## What is Berkeley, Inc?

The app allows clients of Berkeley, Inc. to view account information, balances, performance, and statements.


## 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

### 5.9.0 — 2024-04-09

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

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-08

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 2026-05-17.*