# Cairn Financial Group

> Cairn Financial Group (iPhone/iPad app by Cairn Financial Group, LLC.)

- Source: https://appshunter.io/ios/app/cairn-financial-group/id1582640033 (this page in markdown: same URL + `.md`)
- Developer: [Cairn Financial Group, LLC](https://appshunter.io/developer/1582640035)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 12.0 · 0 MB
- Languages: English
- Released: 2021-08-26
- Data updated: 2026-05-15
- User reviews in markdown: https://appshunter.io/ios/app/cairn-financial-group/id1582640033/reviews.md

## What is Cairn Financial Group?

Welcome to Cairn Financial Group's client portal! By downloading Cairn's app, users can engage with all aspects of their finances at anytime - view Investment performance reports, update financial planning data, or even schedule their Financial Planning fee payments. Cairn Financial Group's financial planning clients can also connect all other personal or financial accounts to the app, allowing them to see the entire scope of their finances at the swipe of a finger.


## Version history (last 5 releases)

### 6.0.0 — 2025-05-23

Upload new screenshots

### 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

### 5.14.1 — 2024-09-23

- 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 — 2024-04-15

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

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

## Related topics

[cairn](https://appshunter.io/ios/topics/cairn)

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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 2026-05-15.*