# My Financial Pro — Your Investment Advisor

> Invite-only financial advisor app with planning tools and educational content. (iPhone/iPad app by Purple Rocket Technologies, LLC.)

- Source: https://appshunter.io/ios/app/my-financial-pro/id1597194454 (this page in markdown: same URL + `.md`)
- Developer: [Purple Rocket Technologies, LLC](https://appshunter.io/developer/1597194606)
- Category: Finance, Utilities
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 12.0 · 111 MB
- Languages: English, Spanish
- Released: 2023-06-07
- Data updated: 2026-06-10
- Monetization: ad-supported
- User reviews in markdown: https://appshunter.io/ios/app/my-financial-pro/id1597194454/reviews.md

## What is My Financial Pro?

My Financial Pro is an invite-only app exclusively provided by your financial advisor or insurance agent. Our vision is to impact the lives of everyday individuals by offering seamless access to a financial advisor, financial planning calculators, and educational content that enhances financial literacy. Our ultimate aim is to develop a super-app for personal finance, offering financial accounts monitoring, an AI personal finance coach, and automated budgeting, while providing uninterrupted access to a financial advisor. My Financial Pro amalgamates the best of both worlds - the personal touch of a trusted advisor and the efficiency of cutting-edge digital tools.


**Key Features:**

1. **Client Interaction**: My Financial Pro facilitates effortless communication between clients and advisors/agents. Clients can securely share documents with their advisors, promoting transparency and building trust.

2. **FiN-Path**: This interactive feature allows clients to traverse their financial journey with ease and assurance. Advisors can set alerts and checkpoints tailored to a client's financial goals, offering a clear roadmap to financial well-being.

3. **Integrated FiN and IPN Tools**: These essential tools are built into the app, helping advisors devise meticulous financial forecasts and retirement calculations. With FiN (Financial Intelligence Number) and IPN (Income Protection Number), clients can gain a deeper understanding of their financial future.

4. **Compliance**: Compliance is paramount in financial advising. Every document, message, and data point within My Financial Pro is traceable and securely stored, ensuring advisors and agents consistently meet stringent industry regulations.

5. **Educational Content**: Through the app's feed, we deliver a weekly blog packed with insightful financial literacy content. This feature allows advisors and agents to continuously nurture their prospects with personalized, educational content.

6. **Appointment Booking**: The app streamlines the process of setting appointments with advisors and agents, ensuring clients and prospects can easily secure time to discuss their financial concerns and aspirations.

As we continue to innovate, our goal remains the same - to provide an accessible, intuitive, and personal platform where individuals can become more financially informed and secure. 
My Financial Pro combines advanced technology with the indispensable value of human advice, creating a hybrid solution for a better financial future.

## Key features

- Client-advisor communication
- Financial planning calculators
- Educational content feed
- Appointment booking
- Secure document sharing
- Financial goal tracking


## Frequently asked questions about My Financial Pro

### How do I get access to My Financial Pro?

My Financial Pro is an invite-only application. You can only access it if your financial advisor or insurance agent provides you with an invitation.

### What kind of financial tools does My Financial Pro offer?

The app includes financial planning calculators, tools for financial forecasts, and retirement calculations. It also features FiN (Financial Intelligence Number) and IPN (Income Protection Number) tools for deeper financial understanding.

### Can I communicate with my advisor through My Financial Pro?

Yes, the app facilitates effortless communication between clients and advisors. You can securely share documents with your advisor, promoting transparency and building trust.

### Does My Financial Pro have ads?

Yes, My Financial Pro contains advertisements. As an ad-supported application, it includes advertisements to support its services.

### Is My Financial Pro available on Android devices?

Currently, My Financial Pro is supported on iPhone and iPod devices. Information regarding Android compatibility is not specified in the provided data.

### How often is My Financial Pro updated?

The latest version of My Financial Pro is 1.0.1, which was last updated on July 10, 2023. Update frequency beyond this is not detailed.

### What is the age rating for My Financial Pro?

My Financial Pro has an age rating of 17+. This indicates it is intended for mature users due to its financial content and complexity.

### What is the FiN-Path feature in My Financial Pro?

FiN-Path is an interactive feature that guides clients through their financial journey. Advisors can set alerts and checkpoints tailored to your financial goals, providing a roadmap to financial well-being.

## Version history (last 2 releases)

### 1.0.1 — 2023-07-10

Bug fixes and performance improvements.
A refreshed user interface for a modern and intuitive design.
Improved stability and optimized loading times.
Enhanced security measures to protect your data.
Update now to enjoy the latest version of My Financial Pro!

Thank you for using our app!

### 1.0.0 — 2023-06-07

No release notes.

## Apps similar to My Financial Pro

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [TFO OnTrak](https://appshunter.io/ios/app/tfo-ontrak/id1614601745) | 5.0 (7) | Free | Finance |
| [WealthBuilder Planning](https://appshunter.io/ios/app/wealthbuilder-planning/id1557723072) | 5.0 (2) | Free | Finance |
| [Dynamic Map](https://appshunter.io/ios/app/dynamic-map/id1498914263) | 5.0 (13) | Free | Finance |
| [Zoe Financial](https://appshunter.io/ios/app/zoe-financial/id6477495504) | 4.7 (7) | Free | Finance |
| [PuulAI](https://appshunter.io/ios/app/puulai/id6450376586) | 5.0 (6) | Free | Finance |
| [Habits - Finance](https://appshunter.io/ios/app/habits-finance/id6449878750) | 4.8 (50) | Free | Finance |

## More apps by Purple Rocket Technologies, LLC

- [Wealth I/O](https://appshunter.io/ios/app/wealth-io/id1618211713)

All apps by Purple Rocket Technologies, LLC: https://appshunter.io/developer/1597194606

---

*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 2026-06-10.*