# Boreal Client Portal

> Boreal Client Portal (iPhone/iPad app by Boreal Advisors LLC.)

- Source: https://appshunter.io/ios/app/boreal-client-portal/id6737808975 (this page in markdown: same URL + `.md`)
- Developer: [Boreal Advisors LLC](https://appshunter.io/developer/1778044712)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2024-11-06
- Data updated: 2026-02-05
- User reviews in markdown: https://appshunter.io/ios/app/boreal-client-portal/id6737808975/reviews.md

## What is Boreal Client Portal?

This Mobile App allows you to view account information, balances and easily contact your advisor


## Version history (last 3 releases)

### 5.22.1 — 2026-02-05

- 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

### 5.14.2 — 2024-11-06

No release notes.

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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 2026-02-05.*