# JRLMONEY

> Comprehensive investment and insurance portfolio management app with financial planning tools. (iPhone/iPad app by JRLMONEY.)

- Source: https://appshunter.io/ios/app/jrlmoney/id1455633121 (this page in markdown: same URL + `.md`)
- Developer: [JRLMONEY](https://appshunter.io/developer/1455633120)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2019-03-10
- Data updated: 2026-08-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/jrlmoney/id1455633121/reviews.md

## What is JRLMONEY?

JRLMONEY is a state of the art investment & insurance portfolio management App for customers 

With JRLMONEY App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. 

 

Here are some of the many features of the JRLMONEY App:

a)      Get a summary view of the current status of your investments across asset classes

b)       Get a summary view of the insurance cover of all members in your family

c)        Drill down to full detail 

 d)       View Upcoming portfolio events 

e)      Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.

f)       Get best in the class MF advisory

g)       Raise a service ticket to your advisor

 h)      Host of useful financial calculators to help you plan your short term and long term financial goals

i)        Digital Vault ñ access your important documents anytime from your Smartphone

j)             Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.

k)            Track small saving investments like PPF, NSC, KVP, FD, RD etc.

l)            Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

 
f)        Buy / Redeem / Switch Mutual Funds online from any AMC

## Key features

- Investment and insurance portfolio summary
- Upcoming event alerts
- Financial calculators
- Digital document vault
- Mutual fund advisory and transactions
- Track various savings and market investments

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/jrlmoney/id1455633121/reviews.md

### 1/5 — App looks like it's from 2010

*2025-01-20, version 2.23*

And slow and clunky and missing a lot of features compared to all the other apps in the space

### 1/5 — Slow

*2021-11-11, version 2.22*

Application is very slow and frequently closes

### 5/5 — Very user friendly. Great app

*2019-06-26, version 2.2*

Helps to manage all your investments with a single click

## Frequently asked questions about JRLMONEY

### What types of investments can I track with JRLMONEY?

JRLMONEY allows you to track a wide range of investments including stocks, bonds, bullion, commodities, mutual funds, and small savings investments like PPF, NSC, KVP, FD, and RD.

### Does JRLMONEY offer insurance portfolio management?

Yes, JRLMONEY provides a summary view of insurance coverage for all family members and covers major general insurance sections like health, motor, and fire.

### Can I get alerts for important financial events with JRLMONEY?

Absolutely. JRLMONEY sends alerts for crucial events such as life insurance premium due dates, general insurance renewals, SIP due dates, and FMP maturities.

### What financial planning tools are available in JRLMONEY?

JRLMONEY includes a host of useful financial calculators designed to assist you in planning both your short-term and long-term financial goals.

### Is my financial data secure with JRLMONEY?

While the description does not explicitly detail security measures, JRLMONEY is a finance app designed for portfolio management, implying a focus on data protection. Users can also store important documents in its digital vault.

### Can I buy or sell mutual funds through JRLMONEY?

Yes, JRLMONEY enables you to buy, redeem, and switch mutual funds online from any Asset Management Company (AMC).

### What devices does JRLMONEY support?

JRLMONEY is available for iPhone and iPod devices.

### How often is JRLMONEY updated?

The latest version of JRLMONEY is 3.1.2, last updated on May 12, 2026. This indicates a recent update, suggesting the app is actively maintained.

## Version history (last 5 releases)

### 3.1.3 — 2026-08-14

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 3.1.2 — 2026-05-12

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 3.0.2 — 2026-04-02

New App Update

### 2.23 — 2023-09-14

Bug fixes

### 2.22 — 2020-09-29

Bug Fixes

## More apps by JRLMONEY

- [JRLMONEY Advisor](https://appshunter.io/ios/app/jrlmoney-advisor/id1470215172)

All apps by JRLMONEY: https://appshunter.io/developer/1455633120

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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 2026-08-22.*