AppCorpus
Market ES

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

Shown for US

  • Free

Ratings & reviews

App Store

Shown for US

5.0 2 ratings · App Store

No store reviews collected for App Store · ES

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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