# RB Capital Mgmt

> Mobile app for viewing RB Capital Management client account information and balances. (iPhone/iPad app by RB CAPITAL MANAGEMENT, LLC.)

- Source: https://appshunter.io/ios/app/rb-capital-mgmt/id1470676245 (this page in markdown: same URL + `.md`)
- Developer: [RB CAPITAL MANAGEMENT, LLC](https://appshunter.io/developer/1470676244)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: English
- Released: 2019-06-30
- Data updated: 2026-07-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/rb-capital-mgmt/id1470676245/reviews.md

## What is RB Capital Mgmt?

This Mobile App allows you to view account information and account balances for clients of RB Capital Management, LLC.

## Key features

- View account information
- Check account balances
- Client portal
- Financial management


## Frequently asked questions about RB Capital Mgmt

### What can I do with RB Capital Mgmt?

RB Capital Mgmt allows you to view your account information and check your account balances. It's designed for clients of RB Capital Management, LLC to easily monitor their financial standing.

### Is RB Capital Mgmt free to use?

Yes, RB Capital Mgmt is available for free. There are no costs associated with downloading or using the application.

### What devices does RB Capital Mgmt support?

RB Capital Mgmt is supported on iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.

### How secure is RB Capital Mgmt?

While specific security measures are not detailed, the app is developed by RB Capital Management, LLC, a financial firm, suggesting a focus on client data protection. It has a high rating of 5.0 stars.

### How often is RB Capital Mgmt updated?

The latest version is 5.22.1, and the app was last updated on February 6, 2026. This indicates a commitment to regular updates and maintenance.

### What is the age rating for RB Capital Mgmt?

RB Capital Mgmt has an age rating of 4+. This means it is suitable for users of all ages.

### Does RB Capital Mgmt have ads?

No, RB Capital Mgmt does not contain advertisements. Users can access their financial information without interruption.

### Where can I find my account balances with RB Capital Mgmt?

You can view your account balances directly within the RB Capital Mgmt application. The app provides a dedicated section for this information.

## 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

### 5.19.0 — 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

### 5.16.0 — 2024-12-15

- 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

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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 2026-07-26.*