# Brio Financial

> Mobile app for viewing financial account information and contacting advisors. (iPhone/iPad app by Brio Financial Group.)

- Source: https://appshunter.io/ios/app/brio-financial/id1314987637 (this page in markdown: same URL + `.md`)
- Developer: [Brio Financial Group](https://appshunter.io/developer/1314987636)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: American English
- Released: 2017-11-23
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/brio-financial/id1314987637/reviews.md

## What is Brio Financial?

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

## Key features

- View account information
- Check balances
- Contact advisor
- Financial management


## Frequently asked questions about Brio Financial

### What can I do with Brio Financial?

Brio Financial allows you to view your account information and balances. You can also easily contact your financial advisor directly through the app.

### Is Brio Financial free to use?

Yes, Brio Financial is completely free to download and use. There are no charges associated with accessing your financial information or contacting your advisor.

### What devices is Brio Financial available on?

Brio Financial is available for iPhone and iPad devices. It is designed to work seamlessly across these Apple platforms.

### How secure is Brio Financial?

While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. It is always recommended to use strong, unique passwords.

### How often is Brio Financial updated?

The app was last updated on September 10, 2024, with version 5.14.0. This indicates regular updates to maintain functionality and security.

### What is the age rating for Brio Financial?

Brio Financial has an age rating of 4+, making it suitable for users of all ages.

### Does Brio Financial have ads?

No, Brio Financial does not contain advertisements. Users can access all features without interruption from ads.

### What do users think of Brio Financial?

Based on the provided data, Brio Financial has a perfect 5.0-star rating from 2 reviews, suggesting a highly positive user sentiment.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- 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

### 5.5.4 — 2023-09-21

Bug fixes and performance enhancements.

### 4.4.0 — 2021-09-19

Bug fixes and performance updates

### 4.1.0 — 2018-06-29

This app has been updated by Apple to display the Apple Watch app icon.

Updates to available integrations

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## Related topics

[brio tech](https://appshunter.io/ios/topics/brio-tech) · [brio ab](https://appshunter.io/ios/topics/brio-ab)

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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 2026-06-01.*