About FPFoCo Mobile Dashboard
The FPFoCo Mobile Dashboard app allows investment management clients to easily view portfolio and position values, allocations, and performance. You can also view statements, contact your advisor, and schedule an...
The FPFoCo Mobile Dashboard app allows investment management clients to easily view portfolio and position values, allocations, and performance. You can also view statements, contact your advisor, and schedule an appointment right from the app.
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 09/07/2024 - 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 5.13.2 07/11/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/11/2024 Bug fixes and performance enhancements. 5.5.2 09/06/2023 Bug fixes and performance updates 5.4.0 02/16/2023 Bug fixes and performance updates 5.3.0 08/25/2022 General fixes and enhancements. 4.4.0 07/01/2021 This update from Apple will improve the functionality of this app. No new features are included. - New Display Name 4.1.1 05/18/2018 4.1.0 05/12/2018
Previous Versions
Here you can find the changelog of FPFoCo Mobile Dashboard since it was posted on our website on 2023-09-04 23:23:20.
The latest version is 5.14.0 and it was updated on 2026-06-23 16:16:30. See below the changes in each version.
FPFoCo Mobile Dashboard version 5.14.0
Updated At: 2026-06-02
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 09/07/2024 - 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 5.13.2 07/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/11/2024 Bug fixes and performance enhancements. 5.5.2 09/06/2023 Bug fixes and performance updates 5.4.0 02/16/2023 Bug fixes and performance updates 5.3.0 08/25/2022 General fixes and enhancements. 4.4.0 07/01/2021 This update from Apple will improve the functionality of this app. No new features are included.
- New Display Name 4.1.1 05/18/2018 4.1.0 05/12/2018
FPFoCo Mobile Dashboard version 5.14.0
Updated At: 2024-09-07
Changes: Sep 7, 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
FPFoCo Mobile Dashboard version 5.14.0
Updated At: 2024-09-07
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
FPFoCo Mobile Dashboard version 5.13.2
Updated At: 2024-07-11
Changes: Jul 11, 2024
Version 5.13.2
- 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
FPFoCo Mobile Dashboard version 5.9.0
Updated At: 2024-04-11
Changes: Apr 11, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
FPFoCo Mobile Dashboard version 5.5.2
Updated At: 2023-09-06
Changes: Sep 6, 2023
Version 5.5.2
Bug fixes and performance enhancements.
FPFoCo Mobile Dashboard version 5.4.0
Updated At: 2023-02-16
Changes: Feb 16, 2023
Version 5.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
We do not host FPFoCo Mobile Dashboard 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.
The App Store link for FPFoCo Mobile Dashboard is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
