# Vertex Partners

> Financial client portal for information, insights, and communication. (iPhone/iPad app by Vertex Planning Partners, LLC.)

- Source: https://appshunter.io/ios/app/vertex-partners/id6451208152 (this page in markdown: same URL + `.md`)
- Developer: [Vertex Planning Partners, LLC](https://appshunter.io/developer/1697158230)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-07-18
- Data updated: 2026-06-08
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/vertex-partners/id6451208152/reviews.md

## What is Vertex Partners?

The Vertex Partners app is a cutting-edge mobile application designed to provide information, insights and communication for our clients. Developed by Orion Advisor Solutions, a leading financial service firm to Registered Investment Advisors, this app is tailored to meet the needs of our clientele.

## Key features

- Client information access
- Financial insights
- Communication tools
- Tailored for clientele needs


## Frequently asked questions about Vertex Partners

### What is Vertex Partners?

Vertex Partners is a mobile application designed to provide clients with information, insights, and communication tools. It is developed by Orion Advisor Solutions for Registered Investment Advisors and their clientele.

### Is Vertex Partners free to use?

Yes, Vertex Partners is available for free. The app is listed as free with no in-app purchases or advertisements mentioned in its data.

### What devices does Vertex Partners support?

Vertex Partners is available on iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.

### How secure is Vertex Partners?

While specific security features are not detailed, the app is developed by Orion Advisor Solutions, a leading financial service firm, suggesting a focus on client data protection. Users can expect standard security measures for financial applications.

### When was Vertex Partners last updated?

The latest version of Vertex Partners is 5.22.1, which was last updated on February 7, 2026. This indicates a recent and active development cycle.

### What is the age rating for Vertex Partners?

Vertex Partners has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

### What do users like about Vertex Partners?

Based on the available rating of 5.0 stars from 3 ratings, users appear to have a highly positive experience with Vertex Partners. This suggests satisfaction with its features and functionality.

### Does Vertex Partners have ads?

No, Vertex Partners does not contain advertisements. The app is listed as free with no in-app purchases or ads.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-07

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.14.0 — 2024-09-07

- 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 — 2024-04-15

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

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.4.4 — 2023-07-18

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 2026-06-08.*