# SRB Portal

> SRB Portal (iPhone/iPad app by Shotwell Rutter Baer Inc.)

- Source: https://appshunter.io/ios/app/srb-portal/id6470310602 (this page in markdown: same URL + `.md`)
- Developer: [Shotwell Rutter Baer Inc](https://appshunter.io/developer/1713382196)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2023-10-24
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/srb-portal/id6470310602/reviews.md

## What is SRB Portal?

Our app allows you to access your accounts and documents as well as communicate with your Advisor in a safe and secure manner.


## 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

### 5.17.0 — 2025-01-27

- 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

### 5.14.1 — 2024-09-17

- 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 — 2024-04-11

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

### 5.6.1 — 2023-10-24

No release notes.

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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 2026-05-19.*