# DrakeAssociates

> Mobile access to managed investment accounts for clients, featuring real-time data and reports. (iPhone/iPad app by Drake & Associates, LLC..)

- Source: https://appshunter.io/ios/app/drakeassociates/id1500939463 (this page in markdown: same URL + `.md`)
- Developer: [Drake & Associates, LLC.](https://appshunter.io/developer/1500939462)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2020-02-28
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/drakeassociates/id1500939463/reviews.md

## What is DrakeAssociates?

Welcome. This app allows for Drake & Associates clients to easily access managed accounts on the go. You can find up to date values, performance history and access reports so that allow you to stay on top of your money at your fingertips.

## Key features

- Access managed accounts on the go
- View up-to-date account values
- Track performance history
- Access financial reports
- Client-specific portal


## Frequently asked questions about DrakeAssociates

### 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.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-06

- 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

### 5.13.2 — 2024-06-29

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

### 5.3.1 — 2022-10-13

Bug fixes and performance updates

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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 2026-06-24.*