# Echo Wealth Management Mobile

> Echo Wealth Management Mobile (iPhone/iPad app by Echo Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/echo-wealth-management-mobile/id1022393310 (this page in markdown: same URL + `.md`)
- Developer: [Echo Wealth Management, LLC](https://appshunter.io/developer/1022393309)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2015-07-31
- Data updated: 2026-07-24
- User reviews in markdown: https://appshunter.io/ios/app/echo-wealth-management-mobile/id1022393310/reviews.md

## What is Echo Wealth Management Mobile?

This mobile app lets you view account information, holdings, transactions, balances, realized gains & income, and performance net of fees and expenses. You can read quarterly customized reports with commentary from your advisor.


## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- 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

### 5.22.1 — 2026-02-05

- 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

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 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

### 5.14.0 — 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

## Apps similar to Echo Wealth Management Mobile

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [SGH Wealth Management](https://appshunter.io/ios/app/sgh-wealth-management/id1531952809) | 5.0 (7) | Free | Finance |
| [Busey Wealth Management](https://appshunter.io/ios/app/busey-wealth-management/id1616702875) | 2.5 (2) | Free | Finance |
| [First Resource Bank](https://appshunter.io/ios/app/first-resource-bank/id1454395495) | 4.8 (49) | Free | Finance |
| [RoseRock Wealth Management](https://appshunter.io/ios/app/roserock-wealth-management/id1438658449) | 5.0 (1) | Free | Finance |
| [Victory Wealth Management LLC](https://appshunter.io/ios/app/victory-wealth-management-llc/id1668439284) | 5.0 (2) | Free | Finance |
| [Empirical Wealth Management](https://appshunter.io/ios/app/empirical-wealth-management/id1439847594) | 4.0 (4) | Free | Finance |

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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 2026-07-24.*