Vertex Partners

Vertex Planning Partners, LLC Finance

The official mobile application for Vertex Partners.

Downloads: 6+; on Google Play
Price: Free; No in-app purchases
Updated: Aug 18; 2026 · v5.23.0

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About 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.

What’s new

Version 5.23.0 · Updated August 18, 2026

- 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

App details

Vertex Partners is a free Finance app for Android with 5+ installs on Google Play. It was released on July 12, 2023 and last updated on August 18, 2026. It's developed by Vertex Planning Partners, LLC. It requires Android 7.0 or later.

Category: Finance
Installs: 6
In-app purchases: No
Ads: No ads
Version: 5.23.0
Requires Android: 7.0
Content rating: Everyone
Released: July 12, 2023
Last updated: August 18, 2026
Developer: Vertex Planning Partners, LLC

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Vertex Partners

Screenshots

About Vertex Partners

What’s new

Alternatives to Vertex Partners

Similar apps on Google Play