# Investment HQ

> Financial platform for advisors and clients to view accounts and performance. (iPhone/iPad app by Advisors Excel, LLC.)

- Source: https://appshunter.io/ios/app/investment-hq/id1139307830 (this page in markdown: same URL + `.md`)
- Developer: [Advisors Excel, LLC](https://appshunter.io/developer/1136891267)
- Category: Finance, Business
- Price: Free
- Rating: 3.70/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: American English
- Released: 2016-11-04
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/investment-hq/id1139307830/reviews.md

## What is Investment HQ?

At Investment HQ we have designed a technology platform that is built to make life easier for you, your staff, and your select families. Through our mobile app, the advisor or client can log in to view client accounts, portfolio values, holding summary, performance reporting, easily access your advisor contact information, and more.

## Key features

- View client accounts
- Portfolio value tracking
- Holding summaries
- Performance reporting
- Advisor contact access

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/investment-hq/id1139307830/reviews.md

### 1/5 — Potentially good app

*2018-07-02*

Might be a good app but there is no place to set up user name or password. How’d that get missed??

## Frequently asked questions about Investment HQ

### What is Investment HQ?

Investment HQ is a technology platform designed to simplify financial management for advisors and their clients. It allows users to view client accounts, portfolio values, and performance reports.

### Is Investment HQ free to use?

Yes, Investment HQ is available for free. It does not require any payment to download or use its core features.

### What devices does Investment HQ support?

Investment HQ is available on iPhone, iPad, and iPod touch devices, offering accessibility across Apple's mobile ecosystem.

### How secure is Investment HQ?

While specific security measures are not detailed, financial platforms typically employ industry-standard security protocols to protect sensitive client data. Users can log in to view their accounts and portfolio information.

### How often is Investment HQ updated?

Investment HQ was last updated on September 5, 2024, with version 5.14.0. This indicates regular maintenance and potential feature additions by the developer.

### What is the age rating for Investment HQ?

Investment HQ has an age rating of 4+, making it suitable for a wide range of users, including younger individuals who may be learning about finance.

### Does Investment HQ have ads?

No, Investment HQ does not contain advertisements. The app is free to use and does not display any promotional content.

### What information can clients view on Investment HQ?

Clients can log in to view their account details, current portfolio values, a summary of their holdings, and performance reports. They can also easily access their advisor's contact information.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-05

- 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

### 5.13.3 — 2024-08-19

- 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

### 5.5.1 — 2023-08-18

Bug fixes and performance updates

### 5.2.16 — 2022-03-17

Bug fixes and performance updates

### 5.2.13 — 2022-03-01

Bug fixes and performance updates

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## More apps by Advisors Excel, LLC

- [Advisors Excel Events](https://appshunter.io/ios/app/advisors-excel-events/id6444706203)

All apps by Advisors Excel, LLC: https://appshunter.io/developer/1136891267

## Related topics

[cbre investment management](https://appshunter.io/ios/topics/cbre-investment-management)

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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.*