# Serenity Mobile

> Serenity Mobile (iPhone/iPad app by Serenity Investment Advisors, LLC.)

- Source: https://appshunter.io/ios/app/serenity-mobile/id1621307902 (this page in markdown: same URL + `.md`)
- Developer: [Serenity Investment Advisors, LLC](https://appshunter.io/developer/1621307905)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: English
- Released: 2022-04-28
- Data updated: 2026-07-23
- User reviews in markdown: https://appshunter.io/ios/app/serenity-mobile/id1621307902/reviews.md

## What is Serenity Mobile?

This Mobile App allows you to view account information, balances, transactions, performance and 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 — 2026-02-07

- 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

### 5.14.4 — 2024-11-19

- 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 Serenity Mobile

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Hill Investment Group](https://appshunter.io/ios/app/hill-investment-group/id1052537201) | — | Free | Finance |
| [Holdfast Wealth Management](https://appshunter.io/ios/app/holdfast-wealth-management/id6502522483) | — | Free | Finance |
| [MSHCA](https://appshunter.io/ios/app/mshca/id6502468164) | — | Free | Finance |
| [SIC Mobile](https://appshunter.io/ios/app/sic-mobile/id1480009007) | — | Free | Finance |
| [NorthStar Asset Management](https://appshunter.io/ios/app/northstar-asset-management/id6472669604) | — | Free | Finance |
| [Petersen Hastings Portal](https://appshunter.io/ios/app/petersen-hastings-portal/id984617881) | 5.0 (2) | Free | Finance |

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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 2026-07-23.*