# Clarity FP

> Mobile financial planning and account aggregation tool. (iPhone/iPad app by Clarity Financial Planning Inc..)

- Source: https://appshunter.io/ios/app/clarity-fp/id1608243978 (this page in markdown: same URL + `.md`)
- Developer: [Clarity Financial Planning Inc.](https://appshunter.io/developer/1608243980)
- Category: Finance, Business
- Price: Free
- Rating: 3.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2022-02-03
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/clarity-fp/id1608243978/reviews.md

## What is Clarity FP?

Get easy access to your financial plan right on your phone. All of your accounts in one place. Check your balances, monitor performance, update your goals, and most importantly, easily contact our office.

## Key features

- Financial plan access
- Account aggregation
- Balance checking
- Performance monitoring
- Goal updating
- Advisor contact


## Frequently asked questions about Clarity FP

### What devices does Clarity FP support?

Clarity FP is available on iPhone, iPad, and iPod. It is designed for users who want to manage their finances on Apple mobile devices.

### Is Clarity FP free to use?

Yes, Clarity FP is available for free. There are no upfront costs or subscription fees associated with downloading and using the application.

### How secure is Clarity FP?

While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. Users should always ensure they are using strong, unique passwords.

### How often is Clarity FP updated?

The latest version, 5.17.0, was released on January 27, 2025. This indicates the app is actively maintained and receives regular updates from the developer.

### What is the user sentiment for Clarity FP?

Clarity FP has a rating of 3.0 stars from 2 ratings. This suggests a mixed to neutral user reception based on the limited feedback available.

### Can I link external financial institutions to Clarity FP?

The description mentions having 'all of your accounts in one place,' implying the ability to aggregate accounts from various financial institutions. Specific supported institutions are not listed.

### Does Clarity FP have ads?

No, Clarity FP does not contain advertisements. The app is free to use and does not display any promotional content.

### What age rating does Clarity FP have?

Clarity FP has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

## Version history (last 5 releases)

### 5.17.0 — 2025-01-27

- 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 — 2024-09-11

- 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

### 5.9.0 — 2024-04-10

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

### 5.6.1 — 2023-10-26

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

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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 2026-06-10.*