# Master Plan Retirement Consult

> Master Plan Retirement Consult (iPhone/iPad app by GeoWealth Management, LLC.)

- Source: https://appshunter.io/ios/app/master-plan-retirement-consult/id1515809770 (this page in markdown: same URL + `.md`)
- Developer: [GeoWealth Management, LLC](https://appshunter.io/developer/1230133284)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 16 MB
- Languages: English
- Released: 2020-05-31
- Data updated: 2026-03-13
- User reviews in markdown: https://appshunter.io/ios/app/master-plan-retirement-consult/id1515809770/reviews.md

## What is Master Plan Retirement Consult?

Master Plan Retirement Consultants' app provides greater visibility into both clients' overall financial picture and Master Plan Retirement Consultant' wealth advisory services.

For clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for Master Plan Retirement Consultant and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

This application is free to download.


## Version history (last 3 releases)

### 3.4.0 — 2024-08-21

Reliability improvements

### 3.3.0 — 2020-09-24

Multi Factor Authentication (MFA) improvements

### 3.2.0 — 2020-05-31

No release notes.

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## More apps by GeoWealth Management, LLC

- [ABC Wealth](https://appshunter.io/ios/app/abc-wealth/id1248990253)
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- [Procapita Partners Prospect](https://appshunter.io/ios/app/procapita-partners-prospect/id1477625482)

All apps by GeoWealth Management, LLC: https://appshunter.io/developer/1230133284

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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 2026-03-13.*