# FBMM

> Financial management dashboard for viewing balances, transactions, and portfolio holdings. (iPhone/iPad app by Flood, Bumstead, McCready & McCarthy, Inc..)

- Source: https://appshunter.io/ios/app/fbmm/id1475151696 (this page in markdown: same URL + `.md`)
- Developer: [Flood, Bumstead, McCready & McCarthy, Inc.](https://appshunter.io/developer/1475151695)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 14.0 · 1 MB
- Languages: English
- Released: 2019-08-13
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/fbmm/id1475151696/reviews.md

## What is FBMM?

From FBMM: Provides a clear, complete and simple way for you to view your balances and vital information from anywhere at anytime. See the most recent activity and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The FBMM Business Management dashboard provides data updated daily to track trends and manage your cash flow.


IT’S EASY TO GET STARTED
Wealth Access is available by contacting your FBMM Business Manager today.

KEY FEATURES: 

FBMM’s client portal is the industry’s leading PFM designed for our clients that includes: 

Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Fully integrated with the industry’s leading financial planning systems
Ability to store vital documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members

Please note that FBMM currently connects to US and international financial institutions. All reporting will be reported in local currencies.

## Key features

- View balances and vital information
- See recent activity and transactions
- Track current portfolio holdings
- Update information on the go
- Daily updated business management dashboard
- Secure digital vault for documents
- Shareable with advisors and family


## Frequently asked questions about FBMM

### What financial institutions does FBMM connect to?

FBMM currently connects to both US and international financial institutions. All reporting will be displayed in the respective local currencies.

### How secure is FBMM for storing vital documents?

FBMM provides a secure, digital vault for storing vital documents. This feature allows you to safely keep important financial papers accessible.

### Can I share my financial information with others using FBMM?

Yes, FBMM allows you to share your financial information with your Bankers, Accountants, Lawyers, and Family Members. This facilitates collaboration and informed decision-making.

### How often is the data updated in the FBMM Business Management dashboard?

The FBMM Business Management dashboard provides data that is updated daily. This ensures you can track trends and manage your cash flow with the most current information available.

### Is FBMM available on Android devices?

Based on the provided data, FBMM is supported on iPhone and iPad. Information regarding Android compatibility is not specified.

### What is the user sentiment for FBMM?

FBMM has a very positive user sentiment, indicated by its high rating of 5.0 stars from 4 ratings. This suggests users are highly satisfied with the app's functionality and performance.

### How do I get started with FBMM?

Getting started with FBMM is easy. You can access Wealth Access by contacting your FBMM Business Manager today to set up your account and onboarding.

### Does FBMM have ads?

No, FBMM does not contain advertisements. The app is free to use and focuses on providing financial management tools without ad interruptions.

## Version history (last 2 releases)

### 1.1 — 2022-05-12

Bug fixes and updates.

### 1.0 — 2019-08-05

No release notes.

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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 2026-06-10.*