Investor360°‪®‬ 4+

Advisor360°, LLC

Designed for iPhone

    • 2.4 • 112 Ratings
    • Free

iPhone Screenshots

Description

Minor Bug fixes and Security Updates

Summary:
Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.

Features:
• A glimpse at your activity summary, including what assets you started with and where you are today
• View of account and cash balances
• Quick view of your balance history chart
• Flexible view of your positions, either by account or by security
• Access to a detailed position breakdown for each account
• Ability to check on historical transactions within your accounts
• View of easy-to-read account balance and asset allocation charts

What’s New

Version 1.2.65

Minor Bug fixes and Security Updates

Ratings and Reviews

2.4 out of 5
112 Ratings

112 Ratings

Eng1959 ,

Buggy and Unreliable

This is a buggy, glitchy, frustrating piece of software. It does not consistently update all accounts. Customer support is “working on” my problems and never provides a true resolution. This is really a pita. I don’t get reliable bank account info. Also, I have problems getting retirement account updates. I haven’t gotten a fully up-tp-date and accurate readout for my accounts for over a year. Some of the info is good, but one must really pay attention to what isn’t good.

Furthermore, the info display mysteriously drops data such as cost bases. Don’t really need that, right?

This is a minor league piece of software in a major league world. I have learned to use it with skepticism and never rely on it for anything potentially consequential.

Cherise Diablo ,

Lost functionality-Activity screen

Love this app on my iPhone 8+ with iOS 14.0.1. It’s easy to use and gives a quick snapshot of your account. Unfortunately, for about the last year, the activity tab no longer allows scrolling for more than 1 screen. I’m hoping that can be fixed soon. Also, the screen shots on the App Store show what the application looks like in a browser, not the mobile app.
Update-Thank you! I received an email from the developer. The scrolling bug on the activity screen is fixed. I updated this app from 4 stars to 5 stars. Added that star for functionality and for developer response to a reported problem.

Developer Response ,

Afternoon, Cherise. Sorry you ran into this scrolling bug. We recently released an update that fixes this particular issue. Please let us know if you run into any more problems. Have a fantastic day!

Gallygurrr ,

NOT user friendly, bad user interface, Good Concepts

When I started using investor 360 I was excited to track my investments digitally but after months of use this app and software is one of the least user friendly apps I’ve ever used. Compared to other investment apps like Robin Hood and Stash and E-trade..etc this app is so subpar. Makes me uneasy putting money in their hands. The stock percentages are not tracked accurately or in real time. And why does the app look like it was meant to run on Windows XP?? Looks terrible. there are good things with the app but the bad things make me want to switch. I hope they look into this or I won’t be using this app for long.

App Privacy

The developer, Advisor360°, LLC, 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:

  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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