LifePoint Planning app for iPhone and iPad

4.6 ( 4496 ratings )

Finance Business
Developer: CircleBlack, Inc.

Free

Current version: 2.10.1, last update: 6 months ago
First release : 20 Jul 2023
App size: 13.65 Mb

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

Stay Secure.

- 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)