# Echo45 Advisors

> Echo45 Advisors (iPhone/iPad app by Echo45 Advisors.)

- Source: https://appshunter.io/ios/app/echo45-advisors/id1523514093 (this page in markdown: same URL + `.md`)
- Developer: [Echo45 Advisors](https://appshunter.io/developer/1523514095)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2020-07-15
- Data updated: 2026-03-19
- User reviews in markdown: https://appshunter.io/ios/app/echo45-advisors/id1523514093/reviews.md

## What is Echo45 Advisors?

Mobile access to your Echo45 Portal. View your portfolio holdings, current value, performance reporting, account activity and any additional information Echo45 Advisors has shared with you. View information for all accounts under Echo45 Advisors management, schedule appointments with your Planning or Concierge team, and more! Learn more at www.Echo45Advisors.com


## 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

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

### 5.2.18 — 2022-06-24

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 2026-03-19.*