
About
Access your financial account details, including statements, balances, and performance metrics. Stay informed about your investments and financial standing with this comprehensive tool.
What's New in FAN Performance
5.16.0
December 14, 2024
- 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
MoreFAQ
What financial information can I view with FAN Performance?
FAN Performance allows you to view your account information, statements, balances, and performance metrics. This provides a comprehensive overview of your financial standing.
Is FAN Performance free to use?
Yes, FAN Performance is available for free. There are no costs associated with downloading or using the core features of the application.
What devices are supported by FAN Performance?
FAN Performance is supported on iPhone, iPad, and iPod devices. This ensures accessibility for a wide range of Apple users.
How secure is FAN Performance?
While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. Users should always practice good digital hygiene.
How often is FAN Performance updated?
The latest version, 5.16.0, was released on December 14, 2024. This indicates the app is actively maintained and updated by the developer.
What is the age rating for FAN Performance?
FAN Performance has an age rating of 4+, making it suitable for a broad audience. This rating suggests no mature content is present.
Does FAN Performance have ads?
No, FAN Performance does not contain advertisements. This provides an uninterrupted user experience focused solely on financial management.
What are the benefits of using FAN Performance?
The primary benefit is the ability to conveniently access and monitor all your financial account details, statements, balances, and performance in one place.



