# Formulary Financial — Modern fund administration

> Modern fund administration (iPhone/iPad app by Formulary Financial, Inc..)

- Source: https://appshunter.io/ios/app/formulary-financial/id6769588125 (this page in markdown: same URL + `.md`)
- Developer: [Formulary Financial, Inc.](https://appshunter.io/developer/1896670993)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 42 MB
- Languages: American English
- Released: 2026-10-28
- Data updated: 2026-11-01

## What is Formulary Financial?

Formulary Financial is the mobile companion to the Formulary fund administration platform. It shows the fund numbers your firm already reports — capital position, portfolio holdings, partner commitments, and the documents behind them — without opening a laptop.

Access requires an account provisioned by your fund administrator. The app is for Formulary clients and the limited partners of the funds it administers.

WHAT YOU CAN DO

• Fund overview — assets under management, and how the fund's capital position has moved over time
• Portfolio — holdings with cost, value, and gross multiples; open a company for instrument-level detail
• Limited partners — the partner roster with commitments; open a partner for their capital position and contacts
• Documents — read the reports, statements, and notices your fund has published, without leaving the app
• Fund scope — work in one fund or several at once, and that scope follows you across every screen

BUILT FOR CONFIDENTIAL DATA

• Face ID or Touch ID to unlock
• Credentials held in the device keychain
• Multi-factor authentication
• No advertising and no third-party tracking

ABOUT FORMULARY FINANCIAL

Formulary Financial provides fund accounting, investor services, technology solutions, and regulatory and compliance support to asset managers.

## Is Formulary Financial safe?

Not enough ratings yet to assess Formulary Financial.

## Is Formulary Financial legit?

Formulary Financial has limited verification signals. The AppsHunter Legitimacy Score for Formulary Financial is 50 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 2 releases)

### 1.2.0 — 2026-10-28

• Improved fund and entity scope navigation, including reversible selections and clearer availability of Portfolio, Capital, and Partners.
• Expanded Capital views with authorized fund and investor positions plus scoped activity and documents.
• Added partner document collections and clearer handling of unattached documents.
• Improved spreadsheet source selection and Office document opening reliability.
• General stability and authorization improvements.

### 1.1.0 — 2026-10-28

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 2026-11-01.*