# Split Creek Cap

> Split Creek Cap (iPhone/iPad app by Split Creek LLC.)

- Source: https://appshunter.io/ios/app/split-creek-cap/id1639940492 (this page in markdown: same URL + `.md`)
- Developer: [Split Creek LLC](https://appshunter.io/developer/1639940494)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2022-08-16
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/split-creek-cap/id1639940492/reviews.md

## What is Split Creek Cap?

This app allows clients of Split Creek Capital LLC to view account information, balances, positions, transactions, and more. Monitor your trades, performance, gain/loss details, and securely contact your advisor while on the go. The secure document vault holds your statements, trade confirmations, and tax documents. You can also upload documents to the encrypted vault to share with your advisor.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- 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

### 5.13.1 — 2024-05-28

- 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 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-07

Bug fixes and performance updates

### 5.4.0 — 2023-02-11

Bug fixes and performance updates

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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 2026-05-17.*