# MJP Wealth

> MJP Wealth (iPhone/iPad app by MJP ASSOCIATES, INC..)

- Source: https://appshunter.io/ios/app/mjp-wealth/id6467019810 (this page in markdown: same URL + `.md`)
- Developer: [MJP ASSOCIATES, INC.](https://appshunter.io/developer/1708049286)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2023-09-21
- Data updated: 2026-06-04
- User reviews in markdown: https://appshunter.io/ios/app/mjp-wealth/id6467019810/reviews.md

## What is MJP Wealth?

This Mobile App allows you to have a sophisticated financial management portal to compliment and manage your lifecycle objectives. You can monitor your family's aggregate wealth, investment performance, aggregate outside accounts, review account balances and your asset allocation, check-in on your financial plan and archive important documents. Plus stay connected to the MJP Wealth Advisory team to receive ongoing updates, news and announcements.


## Version history (last 5 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

### 5.17.1 — 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 — 2024-09-17

- 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 — 2024-04-10

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

### 5.5.4 — 2023-09-21

No release notes.

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## Related topics

[mjp wealth](https://appshunter.io/ios/topics/mjp-wealth) · [mjp wealth advisors](https://appshunter.io/ios/topics/mjp-wealth-advisors)

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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 2026-06-04.*