# Jericho Client

> Consolidated financial account viewing and transaction summary for clients. (iPhone/iPad app by Jericho Financial, LLP.)

- Source: https://appshunter.io/ios/app/jericho-client/id1608375827 (this page in markdown: same URL + `.md`)
- Developer: [Jericho Financial, LLP](https://appshunter.io/developer/1608375829)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2022-02-03
- Data updated: 2026-07-31
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/jericho-client/id1608375827/reviews.md

## What is Jericho Client?

This app is for Jericho Financial clients. Out of the box, this mobile app allows clients to view account balances at current value or past performance. Our app also allows you to view a transactional summary of your accounts as well as stocks, bonds or ETFs that you may own. But the true design of this app is to be a one stop shop for all your financial information. By embracing the true design, you can easily view the balance of your investments, checking accounts, credit cards, mortgages, student loans and other assets all in one view.

## Key features

- View account balances
- Track past performance
- Review transaction summaries
- Consolidate investments, loans, and credit cards
- All-in-one financial hub


## Frequently asked questions about Jericho Client

### What financial accounts can I view with Jericho Client?

Jericho Client allows you to view balances and transaction summaries for investments, checking accounts, credit cards, mortgages, student loans, and other assets. It aims to be a one-stop shop for all your financial information.

### Can I see historical performance of my investments with Jericho Client?

Yes, the app allows clients to view account balances at their current value or track past performance. This feature helps in understanding the growth and trends of your investments over time.

### Is Jericho Client secure for managing my financial data?

As a financial application, Jericho Client is designed with the security of your financial data in mind. Specific security protocols and measures are implemented by Jericho Financial, LLP to protect client information.

### What devices support Jericho Client?

Jericho Client is available on iPhone, iPad, and iPod devices. This ensures accessibility for users across various Apple mobile platforms.

### How often is Jericho Client updated?

The latest version of Jericho Client is 5.19.0, last updated on May 29, 2025. Updates are released regularly to improve functionality and security.

### What is the age rating for Jericho Client?

Jericho Client has an age rating of 4+, making it suitable for a wide range of users. This indicates that the content is generally appropriate for all ages.

### Does Jericho Client have advertisements?

No, Jericho Client does not contain advertisements. As a free application developed by Jericho Financial, LLP, it focuses on providing a clean and uninterrupted user experience for its clients.

### What do users like about Jericho Client?

Based on the available rating, Jericho Client has received a perfect 5.0 stars. This suggests high user satisfaction, likely due to its comprehensive financial overview and ease of use for managing multiple accounts.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- 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

### 5.17.0 — 2025-01-30

- 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 — 2024-09-11

- 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

### 5.6.5 — 2024-01-29

- 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

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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 2026-07-31.*