About Milestone FP
This mobile app allows you to view the information and balances from all of your Milestone accounts on the go. You can also access your quarterly statements and other documents in the document vault. Version History New...
This mobile app allows you to view the information and balances from all of your Milestone accounts on the go. You can also access your quarterly statements and other documents in the document vault.
Version History New app for Milestone FP Client Portal 6.0 09/30/2025 - Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes 5.16.0 12/14/2024 - Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes 5.14.0 09/11/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.9 03/25/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance updates 5.4.0 02/11/2023 Bug fixes and performance updates 5.2.18 06/25/2022 Bug fixes and performance updates 5.2.17 04/01/2022 - Forgot Password - Cloud Storage - Commentary - Fixes account display 3.3.0 10/06/2017 3.2.5 10/03/2016
Previous Versions
Here you can find the changelog of Milestone FP since it was posted on our website on 2023-06-24 19:23:56.
The latest version is 6.0 and it was updated on 2026-10-10 23:30:07. See below the changes in each version.
Milestone FP version 6.0
Updated At: 2026-10-09
Changes: Version History New app for Milestone FP Client Portal 6.0 09/30/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.16.0 12/14/2024 - Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes 5.14.0 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.9 03/25/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance updates 5.4.0 02/11/2023 Bug fixes and performance updates 5.2.18 06/25/2022 Bug fixes and performance updates 5.2.17 04/01/2022 - Forgot Password
- Cloud Storage
- Commentary
- Fixes account display 3.3.0 10/06/2017 3.2.5 10/03/2016
Milestone FP version 6.0
Updated At: 2026-09-03
Changes: Version History New app for Milestone FP Client Portal 6.0 09/30/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.16.0 12/14/2024 - Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes 5.14.0 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.9 03/25/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance updates 5.4.0 02/11/2023 Bug fixes and performance updates 5.2.18 06/25/2022 Bug fixes and performance updates 5.2.17 04/01/2022 This app has been updated by Apple to prepare for watchOS 27 compatibility. No new features are included.
- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display 3.3.0 10/06/2017 3.2.5 10/03/2016
Milestone FP version 6.0
Updated At: 2026-08-22
Changes: Version History New app for Milestone FP Client Portal 6.0 09/30/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.16.0 12/14/2024 - Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes 5.14.0 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.9 03/25/2024 Bug fixes and performance enhancements. 5.5.2 09/07/2023 Bug fixes and performance updates 5.4.0 02/11/2023 Bug fixes and performance updates 5.2.18 06/25/2022 Bug fixes and performance updates 5.2.17 04/01/2022 This update from Apple will improve the functionality of this app. No new features are included.
- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display 3.3.0 10/06/2017 3.2.5 10/03/2016
Milestone FP version 6.0
Updated At: 2025-09-30
Changes: New app for Milestone FP Client Portal
Milestone FP version 5.16.0
Updated At: 2024-12-14
Changes: Dec 14, 2024
Version 5.16.0
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
Milestone FP version 5.14.0
Updated At: 2024-09-11
Changes: Sep 11, 2024
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
Milestone FP version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Milestone FP version 5.6.9
Updated At: 2024-03-25
Changes: Mar 25, 2024
Version 5.6.9
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
Milestone FP version 5.5.2
Updated At: 2023-09-07
Changes: Sep 7, 2023
Version 5.5.2
Bug fixes and performance enhancements.
Milestone FP version 5.4.0
Updated At: 2023-02-11
Changes: Feb 11, 2023
Version 5.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
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