# FPFoCo Mobile Dashboard

> Mobile dashboard for investment portfolio management and advisor communication. (iPhone/iPad app by Financial Planning Fort Collins, LLC.)

- Source: https://appshunter.io/ios/app/fpfoco-mobile-dashboard/id1383930422 (this page in markdown: same URL + `.md`)
- Developer: [Financial Planning Fort Collins, LLC](https://appshunter.io/developer/1383930421)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: American English
- Released: 2018-05-31
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/fpfoco-mobile-dashboard/id1383930422/reviews.md

## What is FPFoCo Mobile Dashboard?

The FPFoCo Mobile Dashboard app allows investment management clients to easily view portfolio and position values, allocations, and performance. You can also view statements, contact your advisor, and schedule an appointment right from the app.

## Key features

- View portfolio and position values
- Track allocations
- Monitor performance
- Access statements
- Contact advisor
- Schedule appointments


## Frequently asked questions about FPFoCo Mobile Dashboard

### What can I do with FPFoCo Mobile Dashboard?

FPFoCo Mobile Dashboard allows you to view your investment portfolio's value, allocations, and performance. You can also access statements, contact your advisor, and schedule appointments directly through the app.

### Is FPFoCo Mobile Dashboard free to use?

Yes, FPFoCo Mobile Dashboard is available for free. There are no in-app purchases or subscription fees associated with using its core features.

### What devices support FPFoCo Mobile Dashboard?

FPFoCo Mobile Dashboard is compatible with iPhones, iPads, and iPods, offering a seamless experience across Apple devices.

### How secure is FPFoCo Mobile Dashboard?

While specific security measures are not detailed, the app is developed by Financial Planning Fort Collins, LLC, a financial services provider. Users can expect standard security protocols for financial applications.

### How often is FPFoCo Mobile Dashboard updated?

The app was last updated on September 7, 2024, to version 5.14.0. This indicates regular updates to maintain functionality and security.

### What is the age rating for FPFoCo Mobile Dashboard?

FPFoCo Mobile Dashboard has an age rating of 4+, making it suitable for a wide range of users.

### Can I view my financial statements in FPFoCo Mobile Dashboard?

Yes, you can easily view your financial statements directly within the FPFoCo Mobile Dashboard app for quick access to your account history.

### Does FPFoCo Mobile Dashboard have ads?

No, FPFoCo Mobile Dashboard does not contain advertisements. As it is a free application, it provides an ad-free experience for its users.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-07

- 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

### 5.13.2 — 2024-07-11

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.9.0 — 2024-04-11

- 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 — 2023-02-16

Bug fixes and performance updates

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## Related topics

[fpfoco mobile dashboard](https://appshunter.io/ios/topics/fpfoco-mobile-dashboard)

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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 2026-06-01.*