Jericho Client 4+
Jericho Financial, LLP
Designed for iPad
-
- Free
Screenshots
Description
This app is for Jericho Financial clients. Out of the box, this mobile app allows clients to view account balances at current value or past performance. Our app also allows you to view a transactional summary of your accounts as well as stocks, bonds or ETFs that you may own. But the true design of this app is to be a one stop shop for all your financial information. By embracing the true design, you can easily view the balance of your investments, checking accounts, credit cards, mortgages, student loans and other assets all in one view.
What’s New
Version 5.17.0
- 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
Ratings and Reviews
App Privacy
The developer, Jericho Financial, LLP, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Jericho Financial, LLP
- Size
- 43 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2025 Jericho Financial, LLP
- Price
- Free