Investment HQ

Advisors Excel Finance iPhoneiPadiPod touch

Investment HQ is a free Finance app for iPhone and iPad by Advisors Excel. Rated 3.7/5 from 3 ratings. Requires iOS 13.4. Updated September 5, 2024.

Rating: 3.7; 3 ratings
Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Sep 5; 2024 · v5.14.0

Download on theApp Store See alternatives

Screenshots

About Investment HQ

At Investment HQ we have designed a technology platform that is built to make life easier for you, your staff, and your select families. Through our mobile app, the advisor or client can log in to view client accounts, portfolio values, holding summary, performance reporting, easily access your advisor contact information, and more.

What’s new

Version 5.14.0 · Updated September 5, 2024

- 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

App privacy

The developer, Advisors Excel, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Investment HQ is a free Finance app for iPhone, iPad and iPod touch, developed by Advisors Excel. It is rated 3.7 out of 5 from 3 ratings on the App Store, requires iOS 13.4 or later and is 38 MB to download. It was first released on November 4, 2016 and last updated on September 5, 2024.

Category: Finance
Rating: 3.7 / 5 (3 ratings)
Price: Free
Version: 5.14.0
Size: 38 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: November 4, 2016
Last updated: September 5, 2024
Developer: Advisors Excel

View on the App Store

Build an app like Investment HQ

Get a ready prompt for Claude Code, Cursor or Lovable: its features and business model, and what its users complain about, for an original app of your own.

Make the prompt →

Is this your app?

Give it a free website

Landing page, privacy policy and app-ads.txt, generated from your store listing.

Create it free

Alternatives to Investment HQ

Looking for apps like Investment HQ? Here are 6 similar apps on the App Store. The highest rated is CBTKY (4.9/5), and all 6 are free to download.

Investment HQ vs. alternatives
App	Rating	Price	Last updated	Compare
Investment HQ	3.7 / 5 (3 ratings)	Free	September 5, 2024
Orion Wealth Management Portal	3.8 / 5 (26)	Free	Sep 15, 2026	Compare
CBTKY	4.9 / 5 (567)	Free	Oct 15, 2026	Compare
TCB Now	4.8 / 5 (530)	Free	Sep 22, 2026	Compare
FCB Utah	4.8 / 5 (715)	Free	Oct 14, 2026	Compare
Schwab Advisor Center® Mobile	2.5 / 5 (44)	Free	Jul 30, 2026	Compare
Wealthscape℠	4.8 / 5 (2,942)	Free	Aug 31, 2026	Compare

Compare Investment HQ with the top alternatives: ratings, updates, ASO score and keyword gaps →