# ShankerValleau

> Mobile app for viewing account information and balances. (iPhone/iPad app by ShankerValleau Wealth Advisors Inc.)

- Source: https://appshunter.io/ios/app/shankervalleau/id1451239270 (this page in markdown: same URL + `.md`)
- Developer: [ShankerValleau Wealth Advisors Inc](https://appshunter.io/developer/1451239269)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2019-02-07
- Data updated: 2026-09-25
- Monetization: free

## What is ShankerValleau?

View account information and balances with ShankerValleau

## Key features

- View account information
- Check balances
- Financial account access
- Mobile convenience

## Is ShankerValleau safe?

Not enough ratings yet to assess ShankerValleau.

## Is ShankerValleau legit?

ShankerValleau appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for ShankerValleau is 73 out of 100 points across 7 verification signals from App Store and developer data.


## Frequently asked questions about ShankerValleau

### What can I do with ShankerValleau?

ShankerValleau allows you to view your account information and check your balances directly from your iPhone or iPad. It offers a streamlined way to stay informed about your finances.

### Is ShankerValleau free to use?

Yes, ShankerValleau is available for free download and use. There are no costs associated with accessing your account information through the app.

### What devices does ShankerValleau support?

ShankerValleau is designed for Apple devices, including iPhone and iPad. It is compatible with iPod as well.

### How secure is ShankerValleau?

While specific security measures are not detailed, financial apps typically employ robust security protocols to protect user data. The app has a perfect 5.0-star rating from 2 reviews, suggesting a positive user experience.

### How often is ShankerValleau updated?

The app was last updated on May 29, 2025, with version 5.19.0. This indicates regular maintenance and updates to ensure optimal performance and functionality.

### What is the age rating for ShankerValleau?

ShankerValleau has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.

### Does ShankerValleau have ads?

No, ShankerValleau does not contain advertisements. As a free application, it focuses on providing a clean user experience without interruptions.

### Who developed ShankerValleau?

ShankerValleau was developed by ShankerValleau Wealth Advisors Inc. This affiliation suggests a focus on financial services and wealth management.

## 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 — 2025-04-16

- 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

### 5.13.3 — 2024-08-24

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.9.0 — 2024-04-15

- 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 2026-09-25.*