About Contravisory
This mobile app allows you to view account information, balances and easily contact your advisor. Version History - Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle...
This mobile app allows you to view account information, balances and easily contact your advisor.
Version History - 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 5.16.0 12/14/2024 - 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 09/06/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.5 01/29/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/08/2023 Bug fixes and performance updates 5.2.22 08/11/2022 Bug fixes and performance updates 5.2.12 02/04/2022 4.1.0 09/01/2019
Previous Versions
Here you can find the changelog of Contravisory since it was posted on our website on 2024-02-12 17:42:23.
The latest version is 5.16.0 and it was updated on 2026-06-24 10:26:58. See below the changes in each version.
Contravisory version 5.16.0
Updated At: 2026-06-03
Changes: Version History - 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 5.16.0 12/14/2024 - 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 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.5 01/29/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance updates 5.4.0 02/08/2023 Bug fixes and performance updates 5.2.22 08/11/2022 Bug fixes and performance updates 5.2.12 02/04/2022 4.1.0 09/01/2019
Contravisory version 5.16.0
Updated At: 2024-12-14
Changes: Dec 14, 2024
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
Contravisory version 5.16.0
Updated At: 2024-12-14
Changes: - 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
Contravisory version 5.14.0
Updated At: 2024-09-06
Changes: Sep 6, 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
Contravisory version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Contravisory version 5.6.5
Updated At: 2024-01-29
Changes: Jan 29, 2024
Version 5.6.5
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
Disclaimer
Official App Store Link
We do not host Contravisory 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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