BB Asset Management
Baker Boyer National Bank Finance iPhoneiPadiPod touch
BB Asset Management is a free Finance app for iPhone and iPad by Baker Boyer National Bank. Requires iOS 13.4. Updated December 14, 2024.
- Price
- Free
- on the App Store
- Size
- 41 MB
- Age 4+
- Updated
- Dec 14
- 2024 · v5.16.0
Screenshots
About BB Asset Management
Lets you easily view your Baker Boyer portfolio holdings, allocation, and performance by household or account. This app is for use by investment management clients of Baker Boyer Bank.
What’s new
Version 5.16.0 · Updated December 14, 2024
- 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
App privacy
The developer, Baker Boyer National Bank, 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
Alternatives to BB Asset Management
Looking for apps like BB Asset Management? Here are 6 similar apps on the App Store. The highest rated is Blue Mountain Credit Union (5.0/5), and all 6 are free to download.
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Root River State Bank
4.9
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BB Investments
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ACCU Cards
2.1
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BHCSCU
2.3
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Castroville State Bank Mobile
4.8
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Blue Mountain Credit Union
5.0
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| BB Asset Management | – | Free | December 14, 2024 | |
| Root River State Bank | 4.9 / 5 (74) | Free | Jun 9, 2026 | Compare |
| BB Investments | – | Free | Aug 12, 2026 | Compare |
| ACCU Cards | 2.1 / 5 (7) | Free | Oct 10, 2026 | Compare |
| BHCSCU | 2.3 / 5 (3) | Free | Aug 13, 2025 | Compare |
| Castroville State Bank Mobile | 4.8 / 5 (437) | Free | Oct 15, 2026 | Compare |
| Blue Mountain Credit Union | 5.0 / 5 (6) | Free | Apr 2, 2025 | Compare |