LifePoint Planning 4+
CircleBlack, Inc.
Designed for iPad
-
- Free
Screenshots
Description
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)
What’s New
Version 23.3.0
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.
App Privacy
The developer, CircleBlack, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Search History
- Identifiers
- Usage Data
- Diagnostics
- Other Data
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Circleblack Inc.
- Size
- 15 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2014-2023 CircleBlack, Inc. All rights reserved.
- Price
- Free