# Encompass Advisory

> Encompass Advisory (iPhone/iPad app by Encompass Advisory Services LLC.)

- Source: https://appshunter.io/ios/app/encompass-advisory/id1498846903 (this page in markdown: same URL + `.md`)
- Developer: [Encompass Advisory Services LLC](https://appshunter.io/developer/1498846902)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2020-02-13
- Data updated: 2026-05-14
- User reviews in markdown: https://appshunter.io/ios/app/encompass-advisory/id1498846903/reviews.md

## What is Encompass Advisory?

Clients of Encompass Advisory Services can access their investment accounts and documents from anywhere when it's convenient for them. View your personalized information, check your holdings, account balances and history, and stay connected with the market.


## 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.

### 5.5 — 2023-08-01

Bug fixes and performance enchancements.

### 4.1.0 — 2020-02-13

No release notes.

## Apps similar to Encompass Advisory

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Americash Loans](https://appshunter.io/ios/app/americash-loans/id1529566327) | 2.9 (8) | Free | Finance |
| [RateWatch](https://appshunter.io/ios/app/ratewatch/id888906343) | 3.9 (137) | Free | Finance |
| [Stock Insider: Smart Money](https://appshunter.io/ios/app/stock-insider-smart-money/id6737145743) | 4.5 (66) | Free | Finance |
| [Encompass Mobile Banking](https://appshunter.io/ios/app/encompass-mobile-banking/id6499149745) | 4.9 (585) | Free | Finance |
| [TowneBank Mortgage](https://appshunter.io/ios/app/townebank-mortgage/id588211162) | 3.9 (28) | Free | Finance |
| [TDECU Mortgage Simplified](https://appshunter.io/ios/app/tdecu-mortgage-simplified/id1288620568) | 3.9 (13) | Free | Finance |

---

*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 2026-05-14.*