AppCorpus
Market US

WealthBuilder Planning

by MRA ADVISORY GROUP, LLC

iPhone · iPad

Active Last checked 7 Aug 2026

Quick verdict

What it is
Store information collected; independent summary not yet available.
At a glance
  • Free to download

Categories and search queries

Official categories

AppCorpus categories

Key functions

Function Availability Access Scope Evidence
Free app Yes Free Store published

Screens

App Store

12 store screenshots

WealthBuilder Planning ipad screenshot 1
WealthBuilder Planning ipad screenshot 2
WealthBuilder Planning ipad screenshot 3
WealthBuilder Planning ipad screenshot 4

Pricing & paywalls

App Store

  • Free

Ratings & reviews

App Store

5.0 2 ratings · App Store

No store reviews collected for App Store · US

Privacy & accessibility

App Store

Privacy

  • Data Linked to You — Analytics — Usage Data — Product Interaction Developer declared
  • Data Linked to You — Usage Data Developer declared
  • Data Not Linked to You — Analytics — Diagnostics — Crash Data Developer declared
  • Data Not Linked to You — Analytics — Diagnostics — Other Diagnostic Data Developer declared
  • Data Not Linked to You — Analytics — Diagnostics — Performance Data Developer declared
  • Data Not Linked to You — Analytics — Identifiers — Device ID Developer declared
  • Data Not Linked to You — Diagnostics Developer declared
  • Data Not Linked to You — Identifiers Developer declared

Accessibility

No accessibility labels collected yet.

Versions

App Store

  • 5.1.0
  • 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

  • 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

  • 5.19.0 · 29 May 2025

    - Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

  • 5.2.1

    -Performance screen, ability to compare your accounts versus benchmarks -Details for manual accounts (added via Orion Planning) -Bug fixes to biometric authentication -Changed some layouts to better handle large fonts -Fixes regarding the search function in the Transaction screen

  • 5.2.15

    Bug fixes and performance updates

  • 5.2.18

    Bug fixes and performance updates

  • 5.2.7

    -Added ability to filter in the Positions view -Fixed bug in which Performance was not hiding when disabled

  • 5.4.0

    Bug fixes and performance updates

  • 5.5.2

    Bug fixes and performance enhancements.

  • 5.6.8

    - 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

  • 5.9.0

    - Bug fixes - User experience improvements - Added functionality to native Document Vault feature

Availability by market

Data quality & evidence

Page completeness
Live store listing
Last verified
7 Aug 2026
Sources
App Store

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