Inflection App
5+
Downloads
Everyone
info
About this app
Inflection Advisors Mobile App was built for our clients to view their Portfolio, Holdings, Performance and Activity. Clients can also access documents from our firm such as Quarterly Statements, Billing Statements and Documents imported from custodians. It is easy to contact your advisor directly from the mobile app.
We are a registered investment advisory firm based out of Los Angeles, CA.
We are a registered investment advisory firm based out of Los Angeles, CA.
Updated on
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What's new
- 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
- 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
App support
About the developer
INFLECTION BUSINESS CONSULTING INC.
Greg@inflectionadvisor.com
664 Tierra Linda Ct
Camarillo, CA 93010
United States
+1 424-326-3093
