Investment HQ5.14.0 - App Store
You'll be able to see results in few seconds.
Publisher Description
At Investment HQ we have designed a technology platform that is built to make life easier for you, your staff, and your select families. Through our mobile app, the advisor or client can log in to view client accounts, portfolio values, holding summary, performance reporting, easily access your advisor contact information, and more.
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 09/05/2024 - 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 5.13.3 08/19/2024 Bug fixes and performance updates 5.5.1 08/18/2023 Bug fixes and performance updates 5.2.16 03/17/2022 Bug fixes and performance updates 5.2.13 03/01/2022 Update to the Reset Password screen 4.3.0 08/13/2020 Updates to available integrations 4.1.1 06/05/2019 Updated logos 4.0.1 11/28/2017 - Forgot Password
- Cloud Storage
- Commentary
- Fixes account display 4.0.0 10/28/2017 1.0 11/03/2016
About Investment HQ
The company that develops Investment HQ is Advisors Excel, LLC. The latest version released by its developer is 5.14.0.
To install Investment HQ on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Investment HQ as malware if the download link is broken.
How to install Investment HQ on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Investment HQ is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Investment HQ is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 5.14.0
posted on 2026-10-14
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 09/05/2024 - 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 5.13.3 08/19/2024 Bug fixes and performance updates 5.5.1 08/18/2023 Bug fixes and performance updates 5.2.16 03/17/2022 Bug fixes and performance updates 5.2.13 03/01/2022 Update to the Reset Password screen 4.3.0 08/13/2020 Updates to available integrations 4.1.1 06/05/2019 Updated logos 4.0.1 11/28/2017 - Forgot Password
- Cloud Storage
- Commentary
- Fixes account display 4.0.0 10/28/2017 1.0 11/03/2016
version 5.14.0
posted on 2024-09-05
Sep 5, 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
version 5.14.0
posted on 2024-09-05
- 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
version 5.13.3
posted on 2024-08-19
Aug 19, 2024
Version 5.13.3
- 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
version 5.5.1
posted on 2023-08-18
Aug 18, 2023
Version 5.5.1
Bug fixes and performance updates
version 5.2.16
posted on 2022-03-17
Mar 17, 2022 Version 5.2.16
Bug fixes and performance updates
version 4.3.0
posted on 2020-08-13
Aug 13, 2020 Version 4.3.0
Update to the Reset Password screen
version 4.1.1
posted on 2019-06-05
Jun 5, 2019 Version 4.1.1
Updates to available integrations
version 4.1.1
posted on 2019-06-05
5 Jun 2019 Version 4.1.1
Updates to available integrations
version 1.0
posted on 2016-11-04
Disclaimer
Official App Store Link
We do not host Investment HQ 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 Investment HQ 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.
