# Coho Planning

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

- Source: https://appshunter.io/ios/app/coho-planning/id6474760953 (this page in markdown: same URL + `.md`)
- Developer: [Coho Financial Group, LLC](https://appshunter.io/developer/1722470130)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2023-12-21
- Data updated: 2026-02-27
- User reviews in markdown: https://appshunter.io/ios/app/coho-planning/id6474760953/reviews.md

## What is Coho Planning?

Our mobile planning app allows you to view account information, balances and easily contact your advisor. You can make updates, forecast, and organize your financial life with ease!


## Version history (last 4 releases)

### 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

### 5.14.2 — 2024-10-29

- 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 — 2024-04-18

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

### 5.6.4 — 2023-12-22

No release notes.

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## Related topics

[coho planning](https://appshunter.io/ios/topics/coho-planning) · [coho](https://appshunter.io/ios/topics/coho)

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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 2026-02-27.*