# RISE CONSULTING

> RISE CONSULTING (iPhone/iPad app by RISE Consulting, LLC.)

- Source: https://appshunter.io/ios/app/rise-consulting/id1637137386 (this page in markdown: same URL + `.md`)
- Developer: [RISE Consulting, LLC](https://appshunter.io/developer/1637137388)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2022-08-02
- Data updated: 2026-07-24
- User reviews in markdown: https://appshunter.io/ios/app/rise-consulting/id1637137386/reviews.md

## What is RISE CONSULTING?

This Mobile App allows you to view your current financial status, access statements, review investment performance, store important documents, or easily contact your 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

### 5.19.0 — 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

## Apps similar to RISE CONSULTING

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [RGFCU Mobiliti](https://appshunter.io/ios/app/rgfcu-mobiliti/id903494434) | 4.8 (278) | Free | Finance |
| [Blue Ridge Bank and Trust](https://appshunter.io/ios/app/blue-ridge-bank-and-trust/id6476325154) | 4.8 (808) | Free | Finance |
| [eMoney Client Portal](https://appshunter.io/ios/app/emoney-client-portal/id6479571927) | 3.7 (24) | Free | Finance |
| [Mainstreet Credit Union](https://appshunter.io/ios/app/mainstreet-credit-union/id1403512225) | 4.8 (4,389) | Free | Finance |
| [Chart AI - AI Trading Analysis](https://appshunter.io/ios/app/chart-ai-ai-trading-analysis/id6745934836) | 4.6 (112) | Free | Finance |
| [Kearney Trust Co](https://appshunter.io/ios/app/kearney-trust-co/id6479427946) | 4.8 (388) | 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.*