# Stonemark

> Stonemark (iPhone/iPad app by WESPAC Advisors SoCal, LLC.)

- Source: https://appshunter.io/ios/app/stonemark/id1526688657 (this page in markdown: same URL + `.md`)
- Developer: [WESPAC Advisors SoCal, LLC](https://appshunter.io/developer/1526688659)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2020-08-06
- Data updated: 2026-03-21
- User reviews in markdown: https://appshunter.io/ios/app/stonemark/id1526688657/reviews.md

## What is Stonemark?

The Stonemark Client Portal app is a mobile version of our secure Client Portal. Features include access to your portfolio and account balances, performance reports, commentaries and more.


## Version history (last 3 releases)

### 5.14.1 — 2024-10-08

- 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

### 4.4.0 — 2022-10-04

Updated logo

### 4.3.0 — 2020-08-07

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 2026-03-21.*