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About this app

The FPFoCo Mobile Dashboard app allows investment management clients to easily view portfolio and position values, allocations, and performance. You can also view statements, contact your advisor, and schedule an appointment right from the app.
Updated on
Jul 11, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit
Data can’t be deleted

What's new

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

App support

Phone number
About the developer
Financial Planning Fort Collins, LLC
375 E Horsetooth Rd Bldg 3 Fort Collins, CO 80525 United States
+1 970-225-0504