# Bluespring Wealth California

> Mobile app for viewing financial account valuation, performance, and reports. (iPhone/iPad app by Capital Planning Advisors, LLC.)

- Source: https://appshunter.io/ios/app/bluespring-wealth-california/id1160927293 (this page in markdown: same URL + `.md`)
- Developer: [Capital Planning Advisors, LLC](https://appshunter.io/developer/1160927292)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2016-10-03
- Data updated: 2026-07-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/bluespring-wealth-california/id1160927293/reviews.md

## What is Bluespring Wealth California?

Bluespring Wealth California mobile application allows authorized users to view account valuation, performance, and reporting information in application developed specifically for mobile devices.

## Key features

- View account valuation
- Track performance
- Access reports
- Mobile-optimized interface
- Secure user access


## Frequently asked questions about Bluespring Wealth California

### What is Bluespring Wealth California used for?

Bluespring Wealth California allows authorized users to view their account valuation, performance, and reporting information directly from their mobile devices.

### Is Bluespring Wealth California free to use?

Yes, Bluespring Wealth California is available for free download and use.

### What devices does Bluespring Wealth California support?

Bluespring Wealth California is supported on iPhone, iPad, and iPod devices.

### How secure is Bluespring Wealth California?

The application is designed for authorized users, implying security measures are in place to protect financial data. Specific security protocols are not detailed in the provided information.

### When was Bluespring Wealth California last updated?

The latest version, 5.22.5, was last updated on June 25, 2026.

### What is the user rating for Bluespring Wealth California?

Bluespring Wealth California has a rating of 5.0 stars based on 1 review.

### Does Bluespring Wealth California have ads?

No, Bluespring Wealth California does not contain advertisements.

### What is the age rating for Bluespring Wealth California?

Bluespring Wealth California has an age rating of 4+.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.22.5 — 2026-06-25

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 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 — 2024-09-11

- 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 — 2024-04-10

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

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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 2026-07-25.*