Bloom Advisors Client Portal
Finance
Free
The Bloom Advisors Mobile phone application provides authorized clients with access to portfolio data in a simple, elegant interface. Only authorized clients have access. If you would like to request access, please contact your primary contact at Bloom Advisors.
more • Performance Improvements
• Bug Fixes
1.97 Aug 1
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
1.96 Jun 13
• User login enhancements
• Performance Enhancements
• Bug Fixes
1.95 May 4
• User login enhancements
• Performance Enhancements
• Bug Fixes
1.94 Mar 7
• Updated vault experience
• Performance Enhancements
• Bug Fixes
1.93 Jan 17
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
1.92.1 12/22/2025
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
1.92 12/13/2025
* Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes
1.91 11/08/2025
* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
1.90.1 09/13/2025
* Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes
1.89 07/26/2025
* Supportability and sustainability improvements
* Bug Fixes
1.88 06/07/2025
* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements
1.87 04/29/2025
* New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements
1.86 03/08/2025
* Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements
1.85 01/18/2025
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
1.83 10/12/2024
* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.
1.82 09/10/2024
* Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements
1.81 08/20/2024
* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability
1.80 06/08/2024
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
1.78 04/22/2024
* Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients
1.77 03/08/2024
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
1.76 01/20/2024
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
1.75 12/09/2023
* RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app.
1.74 10/28/2023
* Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins
1.73 09/17/2023
* Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic
1.71 07/30/2023
• Performance Improvements
• Bug Fixes
more Version 1.97 Aug 1
Data Used to Track You The following data may be used to track you across apps and websites owned by other companies:
Data Not Linked to You The following data may be collected but it is not linked to your identity:
