# OnePoint BFG

> Secure client portal for wealth management and investment tracking. (iPhone/iPad app by Bleakley Schwartz Cooney & Finney L.L.C..)

- Source: https://appshunter.io/ios/app/onepoint-bfg/id1447683428 (this page in markdown: same URL + `.md`)
- Developer: [Bleakley Schwartz Cooney & Finney L.L.C.](https://appshunter.io/developer/1447683427)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2019-01-04
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/onepoint-bfg/id1447683428/reviews.md

## What is OnePoint BFG?

OnePoint BFG Wealth Client Portal

## Key features

- Portfolio tracking
- Statement viewing
- Document access
- Secure client portal
- Investment overview


## Frequently asked questions about OnePoint BFG

### What is OnePoint BFG used for?

OnePoint BFG is a client portal designed for wealth management. It allows users to track their investments, view financial statements, and securely access important documents related to their portfolio.

### Is OnePoint BFG free to use?

Yes, OnePoint BFG is available for free. The app is offered at no cost to clients for managing their financial information.

### What devices support OnePoint BFG?

OnePoint BFG is compatible with iPhone, iPad, and iPod devices. It is designed for Apple's mobile ecosystem.

### How secure is OnePoint BFG?

As a financial client portal, security is paramount. While specific security measures are not detailed, the app is designed to provide secure access to sensitive financial information for clients.

### How often is OnePoint BFG updated?

The latest version of OnePoint BFG is 5.22.1, last updated on February 5, 2026. This indicates a commitment to ongoing development and maintenance.

### What is the user rating for OnePoint BFG?

OnePoint BFG has an excellent rating of 5.0 stars, based on 4 user reviews. This suggests a high level of user satisfaction among its current users.

### Does OnePoint BFG have ads?

No, OnePoint BFG does not contain advertisements. The app is free and ad-free, providing an uninterrupted user experience.

### What age rating does OnePoint BFG have?

OnePoint BFG has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- 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

### 5.20.4 — 2025-11-10

- iOS permission message enhancement

### 5.14.0 — 2024-09-11

- 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 — 2024-04-09

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

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

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## Related topics

[bleakley](https://appshunter.io/ios/topics/bleakley) · [onepoint bfg](https://appshunter.io/ios/topics/onepoint-bfg)

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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 2026-06-01.*