# Coordinated Financial Planning

> Coordinated Financial Planning (iPhone/iPad app by Coordinated Financial Planning Corp.)

- Source: https://appshunter.io/ios/app/coordinated-financial-planning/id6761079257 (this page in markdown: same URL + `.md`)
- Developer: [Coordinated Financial Planning Corp](https://appshunter.io/developer/1887676278)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: English
- Released: 2026-03-26
- Data updated: 2026-07-23
- User reviews in markdown: https://appshunter.io/ios/app/coordinated-financial-planning/id6761079257/reviews.md

## What is Coordinated Financial Planning?

This Mobile App allows you to view account information, balances, exchange documents and easily contact your Coordinated Financial Planning Advisors.


## Version history (last 2 releases)

### 5.23.0 — 2026-07-18

- 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

### 5.22.3 — 2026-03-26

No release notes.

## Related topics

[coordinated financial planning](https://appshunter.io/ios/topics/coordinated-financial-planning)

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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 2026-07-23.*