---
title: "Master Plan Retirement Consult - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "Master Plan Retirement Consultants' app provides greater visibility into both clients' overall financial picture and Master Plan Retirement Consultant' wealth advisory services.  For clients, the app "
---

# Master Plan Retirement Consult — United States

![Master Plan Retirement Consult App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/0b/21/df/0b21dfdf-68c7-c6c6-6242-9c50ff462019/AppIcon-0-0-1x_U007emarketing-0-10-0-0-0-85-220.png/434x0w.png)

**Developer:** [GeoWealth Management](https://apptail.io/developer/geowealth-management-Yygb)
**Category:** Finance
**Rating:** N/A (0 ratings)
**Price:** Free
**Bundle ID:** com.geowealth.client.MasterPlan
**Store:** Apple App Store
**Country:** United States
**Version:** 3.4.0 (released 2024-08-21)
**Original Release:** 2020-05-31
**Languages:** English

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1515809770)
**AppTail Page:** [https://apptail.io/app/master-plan-retirement-consult-ZGqe/united-states](https://apptail.io/app/master-plan-retirement-consult-ZGqe/united-states)

## Master Plan Retirement Consult Description
Master Plan Retirement Consultants' app provides greater visibility into both clients' overall financial picture and Master Plan Retirement Consultant' wealth advisory services.

For clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for Master Plan Retirement Consultant and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

This application is free to download.

## Master Plan Retirement Consult Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/1e/1c/6d/1e1c6d23-c5f9-7a63-b580-65e71e2c3695/pr_source.png/1242x2688.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/62/eb/92/62eb92d2-8cc2-e782-eb28-12dedbc4519c/pr_source.png/1242x2688.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/04/77/ce/0477ce6e-ed7c-d636-af2f-ca7879f67157/pr_source.png/1242x2688.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/55/e5/08/55e508f3-b77d-3be3-39c7-a363dbcec302/pr_source.png/1242x2688.png)
- [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/b1/c9/86/b1c98665-2e18-9d0e-1201-fc2a3967b4d7/pr_source.png/1242x2688.png)
- [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/88/e5/4a/88e54a52-192b-94d5-17dc-9d12652a7631/pr_source.png/1242x2688.png)
- [Screenshot 7](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/9c/e0/47/9ce04773-c23c-90fc-ed2b-36a886c6b2e7/pr_source.png/1242x2688.png)






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