# Optimize Financial

> Mobile access to financial plans, accounts, balances, and direct contact with your CFO. (iPhone/iPad app by Optimize Financial Inc..)

- Source: https://appshunter.io/ios/app/optimize-financial/id1604833168 (this page in markdown: same URL + `.md`)
- Developer: [Optimize Financial Inc.](https://appshunter.io/developer/1604833170)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2022-01-14
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/optimize-financial/id1604833168/reviews.md

## What is Optimize Financial?

This Mobile App allows you to view your financial plan, account information, balances and easily contact Your Personal CFO--The OFI Team!

## Key features

- View financial plan
- Access account information
- Check balances
- Contact Personal CFO
- Connect with OFI Team

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/optimize-financial/id1604833168/reviews.md

### 5/5 — Great company

*2022-01-22*

The people working here are relentless and phenomenal! So happy to finally have their app

## Frequently asked questions about Optimize Financial

### What is Optimize Financial?

Optimize Financial is a mobile application designed to provide users with easy access to their financial plans, account information, and balances. It also facilitates direct communication with their Personal CFO and the OFI Team.

### Is Optimize Financial free to use?

Yes, Optimize Financial is available for free. The app does not have any associated costs for download or basic usage.

### What devices support Optimize Financial?

Optimize Financial is compatible with iPhone, iPad, and iPod devices, allowing users to manage their finances on the go.

### How secure is Optimize Financial?

While specific security measures are not detailed in the provided data, financial applications typically employ industry-standard security protocols to protect user data. Users can expect their information to be handled with care.

### How often is Optimize Financial updated?

The latest version of Optimize Financial is 5.22.1, and it was last updated on February 6, 2026. This indicates a commitment to regular updates and improvements.

### What is the age rating for Optimize Financial?

Optimize Financial has an age rating of 4+, making it suitable for users of all ages to access and manage their financial information.

### Does Optimize Financial have ads?

No, Optimize Financial does not contain advertisements. Users can access all features without interruption from promotional content.

### What is the user sentiment for Optimize Financial?

Optimize Financial has received excellent user feedback, holding a perfect 5.0-star rating from 2 reviews. This suggests a highly positive user experience.

## 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

### 5.16.0 — 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

### 5.9.0 — 2024-04-15

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

### 5.6.4 — 2024-01-03

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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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.*