LifePoint Planning
CircleBlack, Inc. Finance
LifePoint Planning is a modern wealth management firm
- Price
- Free
- No in-app purchases
- Updated
- Aug 28
- 2023 · v2.10.1
Screenshots
About LifePoint Planning
LifePoint Planning Clients:
- Stay connected with your Advisor and your Investments.
- View current account positions, transactions, and performance
- 24/7/365 Access
- Aggregate held-away accounts to see a full view of your financial life
- Upload a document to your advisor from your mobile device in a secure environment
- Set up Touch ID ®/Face ID ® to securely login to the app instead of using your password (if your device allows)
- Stay connected with your Advisor and your Investments.
- View current account positions, transactions, and performance
- 24/7/365 Access
- Aggregate held-away accounts to see a full view of your financial life
- Upload a document to your advisor from your mobile device in a secure environment
- Set up Touch ID ®/Face ID ® to securely login to the app instead of using your password (if your device allows)
What’s new
Version 2.10.1 · Updated August 28, 2023
LifePoint Planning is a modern wealth management firm that helps its clients plan for and execute their goals. This app is offered at no cost to current clients.
Alternatives to LifePoint Planning
Looking for apps like LifePoint Planning? Here are 6 similar Android apps on Google Play. All of them are free to download.
-
Cornerstone Advisors
-
Town Capital, LLC
-
Diversified Capital Group
-
Parkview Capital
-
Bay Street Capital Holdings
-
Genera Advisors
| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| LifePoint Planning | – | Free | 0+ | Aug 28, 2023 | |
| Cornerstone Advisors | – | Free | 1+ | Aug 30, 2023 | Compare |
| Town Capital, LLC | – | Free | 0+ | Aug 29, 2023 | Compare |
| Diversified Capital Group | – | Free | 1+ | Nov 20, 2023 | Compare |
| Parkview Capital | – | Free | 0+ | Nov 20, 2023 | Compare |
| Bay Street Capital Holdings | – | Free | 5+ | Nov 17, 2023 | Compare |
| Genera Advisors | – | Free | 5+ | Sep 13, 2024 | Compare |
Compare LifePoint Planning with the top alternatives: ratings, updates, ASO score and keyword gaps →