Milestone FP 4+
Milestone Financial Planning, LLC
Designed for iPad
-
- Free
Screenshots
Description
This mobile app allows you to view the information and balances from all of your Milestone accounts on the go. You can also access your quarterly statements and other documents in the document vault.
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
Ratings and Reviews
Why won’t any of online services work
Hello I’m a new customer and I’m looking through the website but I can’t check my balance or make a payment come on now milestone and you know you wrong for not having an application in 2023 im going to try an give you guys a chance.
Not working
New to your app, so far not loving it. Can’t log in can’t make payment. In this day and age. These apps should be up and running with no trouble. Please try to fix this problem
Not working
Can’t even log in won’t send anything to my email
App Privacy
The developer, Milestone Financial Planning, 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
- Milestone Financial Planning, LLC
- Size
- 42.9 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 Milestone Financial Planning, LLC
- Price
- Free