About Investment HQ
At Investment HQ we have designed a technology platform that is built to make life easier for you, your staff, and your select families. Through our mobile app, the advisor or client can log in to view client accounts,...
At Investment HQ we have designed a technology platform that is built to make life easier for you, your staff, and your select families. Through our mobile app, the advisor or client can log in to view client accounts, portfolio values, holding summary, performance reporting, easily access your advisor contact information, and more.
Version History - Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes 5.14.0 09/05/2024 - Bug fixes - Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app - Clients will now have the same experience in mobile as the web client portal - Custom built video statements within the Document Vault are now accessible via mobile app - Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions 5.13.3 08/19/2024 Bug fixes and performance updates 5.5.1 08/18/2023 Bug fixes and performance updates 5.2.16 03/17/2022 Bug fixes and performance updates 5.2.13 03/01/2022 Update to the Reset Password screen 4.3.0 08/13/2020 Updates to available integrations 4.1.1 06/05/2019 Updated logos 4.0.1 11/28/2017 - Forgot Password - Cloud Storage - Commentary - Fixes account display 4.0.0 10/28/2017 1.0 11/03/2016
Previous Versions
Here you can find the changelog of Investment HQ since it was posted on our website on 2016-12-24 18:30:50.
The latest version is 5.14.0 and it was updated on 2026-06-12 10:43:56. See below the changes in each version.
Investment HQ version 5.14.0
Updated At: 2026-06-12
Changes: Version History - Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes 5.14.0 09/05/2024 - Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions 5.13.3 08/19/2024 Bug fixes and performance updates 5.5.1 08/18/2023 Bug fixes and performance updates 5.2.16 03/17/2022 Bug fixes and performance updates 5.2.13 03/01/2022 Update to the Reset Password screen 4.3.0 08/13/2020 Updates to available integrations 4.1.1 06/05/2019 Updated logos 4.0.1 11/28/2017 - Forgot Password
- Cloud Storage
- Commentary
- Fixes account display 4.0.0 10/28/2017 1.0 11/03/2016
Investment HQ version 5.14.0
Updated At: 2024-09-05
Changes: - Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
Investment HQ version 5.14.0
Updated At: 2024-09-05
Changes: Sep 5, 2024
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
Investment HQ version 5.13.3
Updated At: 2024-08-19
Changes: Aug 19, 2024
Version 5.13.3
- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
Investment HQ version 5.5.1
Updated At: 2023-08-18
Changes: Aug 18, 2023
Version 5.5.1
Bug fixes and performance updates
Investment HQ version 5.2.16
Updated At: 2022-03-17
Changes: Mar 17, 2022 Version 5.2.16
Bug fixes and performance updates
Investment HQ version 4.3.0
Updated At: 2020-08-13
Changes: Aug 13, 2020 Version 4.3.0
Update to the Reset Password screen
Investment HQ version 4.1.1
Updated At: 2019-06-05
Changes: 5 Jun 2019 Version 4.1.1
Updates to available integrations
Investment HQ version 4.1.1
Updated At: 2019-06-05
Changes: Jun 5, 2019 Version 4.1.1
Updates to available integrations
Investment HQ version 1.0
Updated At: 2016-11-04
Disclaimer
Official App Store Link
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