LifePoint Planning
LifePoint Planning is a modern wealth management firm
Developer: CircleBlack, Inc.
App Size: Varies With Device
Release Date: Aug 28, 2023
Price: Free
Finance
LifePoint Planning
Screenshots for App
Mobile
LifePoint Planning Clients:
- Stay connected with your Advisor and your Investments.
- View current account positions, transactions, and performance
- 24/7/365 Access
- Aggregate held-away accounts to see a full view of your financial life
- Upload a document to your advisor from your mobile device in a secure environment
- Set up Touch ID ®/Face ID ® to securely login to the app instead of using your password (if your device allows)
- Stay connected with your Advisor and your Investments.
- View current account positions, transactions, and performance
- 24/7/365 Access
- Aggregate held-away accounts to see a full view of your financial life
- Upload a document to your advisor from your mobile device in a secure environment
- Set up Touch ID ®/Face ID ® to securely login to the app instead of using your password (if your device allows)
LifePoint Planning 23.3.0 Update
2023-11-20 Version History
Push Notifications:
- When the LifePoint Planning platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the LifePoint Planning mobile app.
- Push notifications can be toggled on and off in the app’s settings.
~CircleBlack, Inc.
- When the LifePoint Planning platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the LifePoint Planning mobile app.
- Push notifications can be toggled on and off in the app’s settings.
~CircleBlack, Inc.
More Information about: LifePoint Planning
Price:
Free
Version:
23.3.0
Downloads:
1
Compatibility:
Android 5.0
Bundle Id:
com.lifepointplanning
Size:
Varies With Device
Last Update:
2023-11-20
Content Rating:
Everyone
Release Date:
Aug 28, 2023
Content Rating:
Everyone
Developer:
CircleBlack, Inc.
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