Archived App (Last seen on 28 Jul 2025)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Access your managed investment accounts on the go. View up-to-date values, track performance history, and retrieve important reports to stay informed about your finances anytime, anywhere.
What's New in DrakeAssociates
5.14.0
September 6, 2024
- 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
MoreFAQ
Is DrakeAssociates free to download and use?
Yes, DrakeAssociates is available for free on the App Store. There are no charges to download or use the core features of the application.
What devices is DrakeAssociates compatible with?
DrakeAssociates is designed for iOS devices, including iPhone, iPad, and iPod Touch. It requires a compatible iOS version.
How frequently is DrakeAssociates updated?
The app was last updated on September 6, 2024, with version 5.14.0. Drake & Associates, LLC. regularly releases updates to improve functionality and security.
What kind of financial information can I access with DrakeAssociates?
You can access up-to-date account values, detailed performance history, and important financial reports directly through the app.
Is my financial data secure on DrakeAssociates?
While the description does not detail specific security measures, financial apps typically employ robust security protocols to protect client data. Drake & Associates, LLC. is responsible for implementing these measures.
Can I view transaction history on DrakeAssociates?
The app description mentions viewing performance history and accessing reports, which may include transaction details. For specific transaction types supported, users should consult the app's detailed information or contact the developer.
What is the user sentiment for DrakeAssociates?
DrakeAssociates has a perfect 5.0-star rating based on one review, indicating a highly positive initial user experience.
Does DrakeAssociates offer investment advice?
The app provides access to account information and reports, but it does not appear to offer direct investment advice. It serves as a tool for clients to monitor their managed accounts.
