Lutz Financial 4+
Lutz Financial Services, LLC
Designed for iPad
-
- Free
Screenshots
Description
This mobile application allows you to easily view your accounts managed by Lutz Financial. Features include Account/Portfolio Values, Holdings Summary, Performance Reporting, Point to Point Performance (down to the asset), Account Activity/Transactions, Statements, Forms, and Downloads. The app also includes your Advisor’s contact information and a secure link to upload documents.
What’s New
Version 5.16.0
- 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
App Privacy
The developer, Lutz Financial Services, LLC, 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
- Lutz Financial Services, LLC
- Size
- 42.6 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
- © 2024 Lutz Financial Services, LLC
- Price
- Free