# MyWealthplan360

> MyWealthplan360 (iPhone/iPad app by Parkview Asset Management.)

- Source: https://appshunter.io/ios/app/mywealthplan360/id1534889184 (this page in markdown: same URL + `.md`)
- Developer: [Parkview Asset Management](https://appshunter.io/developer/1534889186)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2020-10-07
- Data updated: 2026-07-24
- User reviews in markdown: https://appshunter.io/ios/app/mywealthplan360/id1534889184/reviews.md

## What is MyWealthplan360?

Gain instant access to all your financial planning statements, portfolio details, and performance reports through our Secured Vault. Here’s what you can do: 
 
 View Your Financial Portfolio: Track the performance of your investments effortlessly. From stocks to bonds, mutual funds to retirement accounts, monitor your assets in real-time. 
 Access Financial Planning Statements: Stay updated on your financial health with access to personalized planning statements. Review your budgeting, savings, and investment strategies anytime, anywhere. 
 Detailed Reporting: Dive deep into detailed reports tailored to your financial goals. Whether it's monthly performance summaries or annual reviews, we provide comprehensive insights to guide your decisions. 
 Personalized Insights: Receive personalized insights and recommendations based on your financial objectives. Whether you're planning for retirement, saving for education, or investing for growth, we provide tailored guidance to help you achieve your goals. 
 Seamless Integration: Easily integrate with our financial advisory services for a seamless experience. Collaborate with your advisor, schedule appointments, and receive expert guidance directly through the app. 
 
 Experience the power of streamlined financial management with our My Wealth Plan 360 app. Take control of your financial future today!


## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- 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

### 5.16.0 — 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

### 5.14.0 — 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

### 5.13.3 — 2024-08-21

- 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

### 4.3.0 — 2020-10-07

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 2026-07-24.*