About Brio Financial
This Mobile App allows you to View account information, balances and easily contact your advisor. Version History - Custom date selection for in-depth portfolio review - Users able to toggle between each version of their...
This Mobile App allows you to View account information, balances and easily contact your advisor.
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 09/10/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/09/2024 Bug fixes and performance enhancements. 5.5.4 09/21/2023 Bug fixes and performance updates 4.4.0 09/19/2021 This update from Apple will improve the functionality of this app. No new features are included. Updates to available integrations 4.1.0 06/29/2018 4.0.1 11/22/2017
Previous Versions
Here you can find the changelog of Brio Financial since it was posted on our website on 2023-09-06 19:10:50.
The latest version is 5.14.0 and it was updated on 2026-06-24 12:23:35. See below the changes in each version.
Brio Financial version 5.14.0
Updated At: 2026-06-03
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 09/10/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/09/2024 Bug fixes and performance enhancements. 5.5.4 09/21/2023 Bug fixes and performance updates 4.4.0 09/19/2021 This update from Apple will improve the functionality of this app. No new features are included.
Updates to available integrations 4.1.0 06/29/2018 4.0.1 11/22/2017
Brio Financial version 5.14.0
Updated At: 2024-09-10
Changes: Sep 10, 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
Brio Financial version 5.14.0
Updated At: 2024-09-10
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
Brio Financial version 5.9.0
Updated At: 2024-04-09
Changes: Apr 9, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Brio Financial version 5.5.4
Updated At: 2023-09-21
Changes: Sep 21, 2023
Version 5.5.4
Bug fixes and performance enhancements.
Brio Financial version 4.4.0
Updated At: 2021-09-19
Changes: Sep 19, 2021
Version 4.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
We do not host Brio Financial on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
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