Free
About
Inflection Advisors Mobile App was built for our clients to view their Portfolio, Holdings, Performance and Activity. Clients can also access documents from our firm such as Quarterly Statements, Billing Statements and Documents imported from custodians. It is easy to contact your advisor directly from the mobile app.
We are a registered investment advisory firm based out of Los Angeles, CA.
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What's New in Inflection App
5.19.0
May 28, 2025
- 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
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