# Lewis Financial

> Lewis Financial (iPhone/iPad app by Genesis Private Wealth, LLC.)

- Source: https://appshunter.io/ios/app/lewis-financial/id1608922805 (this page in markdown: same URL + `.md`)
- Developer: [Genesis Private Wealth, LLC](https://appshunter.io/developer/1608923047)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2022-02-08
- Data updated: 2026-06-05
- User reviews in markdown: https://appshunter.io/ios/app/lewis-financial/id1608922805/reviews.md

## What is Lewis Financial?

App for The Lewis Financial Group clients to access their accounts and performance


## Version history (last 5 releases)

### 5.17.1 — 2025-03-12

- 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 — 2024-09-10

- 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 — 2024-04-09

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

### 5.6.6 — 2024-02-20

- 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

### 5.5.2 — 2023-09-06

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 2026-06-05.*