# Morling Financial Advisors

> Morling Financial Advisors (iPhone/iPad app by Morling Financial Advisors, LLC.)

- Source: https://appshunter.io/ios/app/morling-financial-advisors/id1120784095 (this page in markdown: same URL + `.md`)
- Developer: [Morling Financial Advisors, LLC](https://appshunter.io/developer/1120784094)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2016-06-06
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/morling-financial-advisors/id1120784095/reviews.md

## What is Morling Financial Advisors?

This Morling Financial Advisors mobile app allows you to view account information, balances and easily view documents.


## Version history (last 5 releases)

### 5.22.1 — 2026-02-06

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.14.0 — 2024-09-06

- 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

### 5.13.1 — 2024-06-06

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 4.4.0 — 2021-10-09

Bug fixes and performance updates

### 4.1.0 — 2018-06-21

This app has been updated by Apple to display the Apple Watch app icon.

Updates to available integrations

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## Related topics

[morling financial advisors](https://appshunter.io/ios/topics/morling-financial-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 2026-05-18.*