# CFO4Life

> Mobile access to CFO4Life portfolio account information and performance reports. (iPhone/iPad app by CFO4Life.)

- Source: https://appshunter.io/ios/app/cfo4life/id971326445 (this page in markdown: same URL + `.md`)
- Developer: [CFO4Life](https://appshunter.io/developer/971326084)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2015-03-04
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cfo4life/id971326445/reviews.md

## What is CFO4Life?

This app allows you to view account information, performance, and other reporting information for your CFO4Life portfolio all on your mobile device! This is just another way we give you more time to do what is important to you.

## Key features

- View account information
- Track portfolio performance
- Access reporting information
- Mobile portfolio management
- Streamlined data access


## Frequently asked questions about CFO4Life

### What can I do with CFO4Life?

CFO4Life allows you to view your account information, performance metrics, and other reporting details for your CFO4Life portfolio directly on your mobile device.

### Is CFO4Life free to use?

Yes, CFO4Life is available for free. It is listed as a free application with no mention of in-app purchases or subscription fees.

### What devices does CFO4Life support?

CFO4Life is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available for Android devices.

### How secure is CFO4Life?

While specific security measures are not detailed, financial applications typically employ industry-standard encryption and security protocols to protect user data. Users should always ensure they are using a secure network.

### How often is CFO4Life updated?

The app was last updated on February 5, 2026, indicating ongoing development and maintenance. This suggests a commitment to keeping the application current and functional.

### What is the user sentiment for CFO4Life?

Based on the available data, CFO4Life has a perfect 5.0-star rating from one review, suggesting a highly positive initial user experience.

### Does CFO4Life have ads?

No, CFO4Life does not contain advertisements. The app is listed as having no ads, providing an uninterrupted user experience.

## Version history (last 5 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

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and 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 — 2024-09-10

- 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 — 2024-04-12

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

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| [PFG Advisors](https://appshunter.io/ios/app/pfg-advisors/id1380329097) | — | Free | Finance |
| [WealthMark Mobile](https://appshunter.io/ios/app/wealthmark-mobile/id849737234) | 3.0 (1) | Free | Finance |

## Related topics

[cfo4life](https://appshunter.io/ios/topics/cfo4life)

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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 2026-06-24.*