# Inflection App

> Inflection App (iPhone/iPad app by INFLECTION BUSINESS CONSULTING INC..)

- Source: https://appshunter.io/ios/app/inflection-app/id1534167332 (this page in markdown: same URL + `.md`)
- Developer: [INFLECTION BUSINESS CONSULTING INC.](https://appshunter.io/developer/1534167334)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2020-10-06
- Data updated: 2026-03-23
- User reviews in markdown: https://appshunter.io/ios/app/inflection-app/id1534167332/reviews.md

## What is Inflection App?

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.


## 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

### 5.16.0 — 2024-12-14

- 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

### 5.14.1 — 2024-09-19

- 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

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.4 — 2023-09-19

Bug fixes and performance enhancements.

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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 2026-03-23.*