# LifePoint Planning

> LifePoint Planning (iPhone/iPad app by CircleBlack, Inc..)

- Source: https://appshunter.io/ios/app/lifepoint-planning/id6451378845 (this page in markdown: same URL + `.md`)
- Developer: [CircleBlack, Inc.](https://appshunter.io/developer/953900374)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 11.0 · 14 MB
- Languages: English
- Released: 2023-07-20
- Data updated: 2025-03-04
- User reviews in markdown: https://appshunter.io/ios/app/lifepoint-planning/id6451378845/reviews.md

## What is LifePoint Planning?

Stay connected with your Advisor and your Investments.

- View current account positions, transactions, and performance

- 24/7/365 Access

- Aggregate held-away accounts to see a full view of your financial life

Stay Secure.

- Upload a document to your advisor from your mobile device in a secure environment

- Set up Touch ID ®/Face ID ® to securely login to the app instead of using your password (if your device allows)


## Version history (last 2 releases)

### 23.3.0 — 2023-11-22

Push Notifications:
- When the LifePoint Planning platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the LifePoint Planning mobile app.
- Push notifications can be toggled on and off in the app’s settings.

### 2.10.1 — 2023-07-20

No release notes.

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## More apps by CircleBlack, Inc.

- [CircleBlack Investor](https://appshunter.io/ios/app/circleblack-investor/id953900375)
- [Wayfinding Financial](https://appshunter.io/ios/app/wayfinding-financial/id1503058206)
- [Rovin Capital](https://appshunter.io/ios/app/rovin-capital/id1564312033)
- [Robertson Stephens](https://appshunter.io/ios/app/robertson-stephens/id1579092070)
- [Financial Gravity](https://appshunter.io/ios/app/financial-gravity/id1600711049)
- [Cross State Financial](https://appshunter.io/ios/app/cross-state-financial/id1607172605)

All apps by CircleBlack, Inc.: https://appshunter.io/developer/953900374

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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 2025-03-04.*