About this app
Your complete financial life, plus a direct line to your advisor. Your advisor invited you here for a reason — to make sure you’re never in the dark about your money. Stay in the loop Get real-time updates from your advisor right in your feed. Market commentary, planning tips, timely insights — delivered the way you’re used to getting information, not buried in email. React, comment, and ask questions directly. Know where you stand See all your account balances in one place. Track how your portfolio is performing. Understand what you own and how it’s changed. No hunting through statements or waiting for your next meeting. Never miss what matters Push notifications let you know the moment your advisor shares something new or responds to your comment. Important updates come to you — you don’t have to go looking. Your advisor, in your pocket My Financial Advisor gives you the connection and transparency that used to require a phone call or office visit. It’s the easiest way to stay engaged with the person managing your financial future. If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today. Powered by Blueleaf
Latest release
What’s New
Fixes a variety of notification bugs
Audience growth
Ratings growth
Baseline captured. Growth appears after the crawler observes a changed rating count.
Momentum comes from crawler snapshots for the tracked storefront. “Viral growth signal” means unusually fast recent rating gains; it is an indicator, not download data.
Price tracking
Price intelligence
First snapshot captured. The trend line starts after the next crawler price observation.
- First observed Aug 19, 2026 · 6:13 PM Free
Screenshots
