# Clarity Financial Planners

> Financial performance and holdings tracking app. (iPhone/iPad app by Clarity Financial Planners LLC.)

- Source: https://appshunter.io/ios/app/clarity-financial-planners/id1198268702 (this page in markdown: same URL + `.md`)
- Developer: [Clarity Financial Planners LLC](https://appshunter.io/developer/1198268701)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: American English
- Released: 2017-01-25
- Data updated: 2026-07-09
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/clarity-financial-planners/id1198268702/reviews.md

## What is Clarity Financial Planners?

This is your one-stop for reporting! Check performance, review your holdings, see your activity, and more.

## Key features

- Performance reporting
- Holdings review
- Activity tracking
- Financial overview


## Frequently asked questions about Clarity Financial Planners

### What can I do with Clarity Financial Planners?

Clarity Financial Planners allows you to check your financial performance, review your investment holdings, and see your account activity. It provides a comprehensive overview of your financial status.

### Is Clarity Financial Planners free to use?

Yes, Clarity Financial Planners is available for free. There are no costs associated with downloading or using the core features of the application.

### What devices does Clarity Financial Planners support?

Clarity Financial Planners is available on iPhone, iPad, and iPod. It is designed for iOS devices.

### How often is Clarity Financial Planners updated?

The latest version, 5.14.0, was released on September 11, 2024. Updates are released regularly to improve performance and add new features.

### What is the age rating for Clarity Financial Planners?

Clarity Financial Planners has an age rating of 4+. This indicates it is suitable for a wide range of users.

### Does Clarity Financial Planners have ads?

No, Clarity Financial Planners does not contain advertisements. Users can expect an ad-free experience.

### What is the user rating for Clarity Financial Planners?

Clarity Financial Planners has a perfect rating of 5.0 stars based on one review. This suggests a highly positive user experience.

### When was Clarity Financial Planners first released?

Clarity Financial Planners was first released on January 25, 2017. It has been available to users for several years.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-11

- 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

### 5.13.1 — 2024-05-28

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 4.4.0 — 2021-03-09

- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display

### 3.3.0 — 2017-10-05

- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display

### 3.20 — 2017-01-25

No release notes.

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## Related topics

[clarity financial planners](https://appshunter.io/ios/topics/clarity-financial-planners)

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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 2026-07-09.*