# StrategicPoint

> StrategicPoint (iPhone/iPad app by StrategicPoint Investment Advisors, Llc.)

- Source: https://appshunter.io/ios/app/strategicpoint/id1496848176 (this page in markdown: same URL + `.md`)
- Developer: [StrategicPoint Investment Advisors, Llc](https://appshunter.io/developer/1496848175)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2020-01-28
- Data updated: 2026-05-20
- User reviews in markdown: https://appshunter.io/ios/app/strategicpoint/id1496848176/reviews.md

## What is StrategicPoint?

The StrategicPoint Client Portal allows you to easily few your portfolio values and allocations from anywhere.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-12

- 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 — 2024-04-16

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

### 5.6.4 — 2023-12-27

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 4.3.0 — 2021-01-27

Updated App Name

### 4.1.0 — 2020-01-28

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 2026-05-20.*