About
Consolidate all your investment accounts in one place. Track balances, activity, and performance for your Burney portfolio and link external accounts for a complete financial overview. Access exclusive content from your advisor.
What's New in Burney One
5.16.0
December 14, 2024
- 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
MoreFAQ
What is Burney One?
Burney One is a finance app designed to help you view all your investment accounts in one place. It allows you to track your Burney portfolio and link external accounts for a comprehensive financial overview.
Is Burney One free to use?
Yes, Burney One is available for free. There are no costs associated with downloading or using the core features of the application.
What devices does Burney One support?
Burney One is compatible with iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.
How secure is Burney One?
While specific security measures are not detailed in the provided data, financial aggregation apps typically employ industry-standard encryption and security protocols to protect user data. It is always recommended to use strong, unique passwords.
Can I link my bank accounts to Burney One?
The description states you can link 'outside accounts' to view your complete financial picture. This implies the ability to connect various financial institutions beyond just your Burney portfolio.
How often is Burney One updated?
The app was last updated on December 14, 2024, with version 5.16.0. This indicates regular updates to maintain functionality and security.
What kind of content can I access through Burney One?
Through Burney One, you can access exclusive content from your Burney Portfolio Manager or Wealth Advisor, including webinars, blog posts, reports, and educational videos.
What is the age rating for Burney One?
Burney One has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.
