# Fully Financial

> Fully Financial (iPhone/iPad app by Fully Financial, LLC.)

- Source: https://appshunter.io/ios/app/fully-financial/id6479661264 (this page in markdown: same URL + `.md`)
- Developer: [Fully Financial, LLC](https://appshunter.io/developer/1736784976)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2024-03-20
- Data updated: 2025-12-01
- User reviews in markdown: https://appshunter.io/ios/app/fully-financial/id6479661264/reviews.md

## What is Fully Financial?

With the Fully Financial mobile app, you have 24/7 access to track all your Fully managed accounts in one place, view your account statements, and download files using a dedicated Document Vault. 
 
 Just like the high-touch, personalized financial planning and investment management services you've come to expect from the Fully team, our mobile app brings even greater clarity and confidence to your hard-earned savings. 
 
 See your financial picture fully — no matter where you are. Download the Fully Financial mobile app today. 
 
 *Exclusive access to this application is reserved for clients of Fully Financial. For more information about Fully Financial, including our services and pricing, visit https://www.fullyfin.com 
 
 Fully Financial is a registered investment adviser with the state of Georgia, and may only transact business with residents of Georgia, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. 
 
 © Fully Financial, LLC. All rights reserved.


## Version history (last 5 releases)

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-15

- 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

### 5.14.0 — 2024-09-10

- 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

### 5.6.9 — 2024-03-22

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.6.8 — 2024-03-20

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 2025-12-01.*