# McNamara Financial Mobile App

> McNamara Financial Mobile App (iPhone/iPad app by McNamara Financial Services, Inc..)

- Source: https://appshunter.io/ios/app/mcnamara-financial-mobile-app/id6738924382 (this page in markdown: same URL + `.md`)
- Developer: [McNamara Financial Services, Inc.](https://appshunter.io/developer/1782928858)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2024-12-03
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/mcnamara-financial-mobile-app/id6738924382/reviews.md

## What is McNamara Financial Mobile App?

This app is for clients of McNamara Financial Services, Inc., a Registered Investment Adviser located in Massachusetts. This app can be used by clients for viewing account balances, performance reporting, viewing statements and documents, etc.


## Version history (last 3 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

### 5.16.0 — 2024-12-14

- 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

### 5.14.4 — 2024-12-03

No release notes.

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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 2026-05-17.*