# RevolutionGroup

> Mobile client portal for viewing financial accounts, statements, and portfolio performance. (iPhone/iPad app by Revolution Group, LLC.)

- Source: https://appshunter.io/ios/app/revolutiongroup/id1485303542 (this page in markdown: same URL + `.md`)
- Developer: [Revolution Group, LLC](https://appshunter.io/developer/1485303541)
- 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: 2019-10-29
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/revolutiongroup/id1485303542/reviews.md

## What is RevolutionGroup?

This Revolution Group App is the mobile version of our client portal and allows our clients to view their accounts, statements, performance, and entire portfolio in one place.

## Key features

- View accounts
- Access statements
- Track performance
- Consolidated portfolio view
- Client portal access


## Frequently asked questions about RevolutionGroup

### What can I do with the RevolutionGroup app?

The RevolutionGroup app allows you to view your accounts, access statements, track performance, and see your entire portfolio in one place. It serves as a mobile client portal for managing your finances.

### Is the RevolutionGroup app free to use?

Yes, the RevolutionGroup app is available for free. There are no charges to download or use its core features for managing your financial information.

### What devices support the RevolutionGroup app?

The RevolutionGroup app is designed for Apple devices, including iPhone, iPad, and iPod. It is optimized for use on these iOS platforms.

### How secure is the RevolutionGroup app?

While specific security measures are not detailed, financial client portals typically employ industry-standard security protocols to protect user data. Users should always ensure they are using a secure network.

### How often is the RevolutionGroup app updated?

The app was last updated on February 6, 2026, with version 5.22.1. This indicates a commitment to ongoing maintenance and feature development.

### What is the age rating for the RevolutionGroup app?

The RevolutionGroup app has an age rating of 4+. This suggests it is suitable for a wide range of users and does not contain mature content.

### Does RevolutionGroup offer support for different financial institutions?

The description focuses on viewing accounts and portfolios within the Revolution Group client portal. It does not specify integration with external financial institutions beyond what Revolution Group manages.

### What kind of financial transactions can I perform with RevolutionGroup?

The app's primary function is to view existing account information, statements, and portfolio performance. It is described as a client portal for monitoring rather than a transactional platform.

## 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

### 5.19.0 — 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 — 2024-09-05

- 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

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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.*