# Parker Financial

> Parker Financial (iPhone/iPad app by C.L. Parker, Inc dba Parker Financial Advisors.)

- Source: https://appshunter.io/ios/app/parker-financial/id1154695338 (this page in markdown: same URL + `.md`)
- Developer: [C.L. Parker, Inc dba Parker Financial Advisors](https://appshunter.io/developer/1154695337)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2016-09-20
- Data updated: 2026-07-24
- User reviews in markdown: https://appshunter.io/ios/app/parker-financial/id1154695338/reviews.md

## What is Parker Financial?

This powerful app allows clients of Parker Financial Advisors to oversee every investment account under management, access documents, review reports, check account activity, and connect with your personal advisor.


## 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

### 5.22.1 — 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

### 5.17.1 — 2025-04-16

- 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 — 2024-04-10

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

## Apps similar to Parker Financial

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [ZippyAfricPay](https://appshunter.io/ios/app/zippyafricpay/id6743651242) | — | Free | Finance |
| [Owners Bank](https://appshunter.io/ios/app/owners-bank/id6446715183) | 4.7 (12) | Free | Finance |
| [Fast Indian INR converter](https://appshunter.io/ios/app/fast-indian-inr-converter/id6444912080) | 4.4 (9) | Free | Finance |
| [Check Supply](https://appshunter.io/ios/app/check-supply/id6475490646) | 4.6 (9) | Free | Finance |
| [BOSS Payroll](https://appshunter.io/ios/app/boss-payroll/id6733250178) | — | Free | Finance |
| [Priority Credit Union](https://appshunter.io/ios/app/priority-credit-union/id875952426) | 4.7 (254) | Free | Finance |

---

*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.*