# DecisionPoint Financial

> Financial dashboard, reports, investment tracking, and document vault for wealth management. (iPhone/iPad app by DecisionPoint Financial, LLC.)

- Source: https://appshunter.io/ios/app/decisionpoint-financial/id1629406812 (this page in markdown: same URL + `.md`)
- Developer: [DecisionPoint Financial, LLC](https://appshunter.io/developer/1629406814)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 6 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2022-06-21
- Data updated: 2026-06-06
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/decisionpoint-financial/id1629406812/reviews.md

## What is DecisionPoint Financial?

Your DecisionPoint Financial app provides an intuitive financial dashboard, interactive reports, investment performance and allocation, document vault, and more – all in a secure and easy to use mobile app.

TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Document vault for advisor files
- Investment performance tracking
- Secure and easy to use


## Frequently asked questions about DecisionPoint Financial

### What is DecisionPoint Financial?

DecisionPoint Financial is a free mobile application designed to provide users with an intuitive financial dashboard, interactive reports, investment performance tracking, and a secure document vault for files from their wealth advisor.

### Is DecisionPoint Financial secure?

Yes, the app is described as secure and easy to use, with a dedicated document vault for securely viewing files from your wealth advisor.

### What devices support DecisionPoint Financial?

DecisionPoint Financial is available on iPhone, iPad, and iPod devices.

### How often is DecisionPoint Financial updated?

The latest version, 2.0.1178930, was released on January 23, 2024, indicating regular updates to the application.

### What is the user rating for DecisionPoint Financial?

DecisionPoint Financial has an excellent rating of 5.0 stars based on 6 user reviews.

### Does DecisionPoint Financial have ads?

Based on the provided data, DecisionPoint Financial does not contain advertisements.

### What age is DecisionPoint Financial appropriate for?

DecisionPoint Financial is rated for users aged 17 and older.

### Can I view my complete financial picture with DecisionPoint Financial?

Yes, the app features an interactive dashboard designed to show you your complete financial picture, including current investment information.

## Version history (last 2 releases)

### 2.0.1178930 — 2024-01-23

Updated features and removed bugs.

### 2.0.977727 — 2022-06-21

No release notes.

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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 2026-06-06.*