# Peterson Rogers

> Mobile app for viewing investment account information and contacting advisors. (iPhone/iPad app by Maddix Wealth LLC.)

- Source: https://appshunter.io/ios/app/peterson-rogers/id1663037729 (this page in markdown: same URL + `.md`)
- Developer: [Maddix Wealth LLC](https://appshunter.io/developer/1663037732)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2023-01-04
- Data updated: 2026-06-12
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/peterson-rogers/id1663037729/reviews.md

## What is Peterson Rogers?

The mobile app allows you to view account information, balances and easily contact your investment advisory team.

## Key features

- View account information
- Check balances
- Contact investment advisors
- Portfolio management
- Secure access


## Frequently asked questions about Peterson Rogers

### What can I do with Peterson Rogers?

Peterson Rogers allows you to view your account information and balances. You can also easily contact your investment advisory team directly through the app.

### Is Peterson Rogers free to use?

Yes, Peterson Rogers is available for free. There are no charges to download or use the core features of the application.

### What devices support Peterson Rogers?

Peterson Rogers is compatible with iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.

### How secure is Peterson Rogers?

While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data and account information.

### When was Peterson Rogers last updated?

The latest version of Peterson Rogers, 5.19.0, was last updated on May 29, 2025. This indicates regular maintenance and potential feature additions.

### What is the age rating for Peterson Rogers?

Peterson Rogers has an age rating of 4+, making it suitable for a wide range of users.

### Does Peterson Rogers have ads?

No, Peterson Rogers does not contain advertisements. As it is a free application without ads, users can expect an uninterrupted experience.

### What kind of financial institutions does Peterson Rogers support?

Peterson Rogers is designed to connect users with their specific investment advisory team, rather than general financial institutions. It focuses on accessing information related to your managed investments.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-02-21

- 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 — 2025-02-21

- 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
- Name change reflects name change of organization

### 5.9.0 — 2024-04-11

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

### 5.6.4 — 2023-12-29

- 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 2026-06-12.*