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Screenshots

  • GRP Financial screenshot 1
  • GRP Financial screenshot 2
  • GRP Financial screenshot 3
  • GRP Financial screenshot 4

About GRP Financial

This mobile app allows you to view account information, portfolio values, holdings, statements, and easily contact your advisor

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, HUB International, 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, App Functionality

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 GRP Financial

Looking for apps like GRP Financial? Here are 6 similar apps on the App Store. The highest rated is Cortex Financial (5.0/5), and all 6 are free to download.

GRP Financial vs. alternatives
App Rating Price Last updated Compare
GRP Financial – Free December 14, 2024
Bangerter Financial Services – Free Nov 13, 2024 Compare
White Ocean Financial – Free Aug 14, 2026 Compare
BLUEGRID FINANCIAL – Free Dec 25, 2025 Compare
Cortex Financial 5.0 / 5 (2) Free Oct 21, 2026 Compare
JMG Financial – Free Sep 6, 2024 Compare
Simplus Wealth – Free Sep 29, 2026 Compare

Compare GRP Financial with the top alternatives: ratings, updates, ASO score and keyword gaps →