5.14.0
September 6, 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
More5.13.3
August 24, 2024
- Bug fixes - Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app - Clients will now have the same experience in mobile as the web client portal - Custom built video statements within the Document Vault are now accessible via mobile app - Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
More5.9.0
April 10, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.6.1
October 16, 2023
- 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
More5.5.5
October 3, 2023
Mobile App will now use similar reporting logic as the desktop version of the Portal Document Vault will now pull in similar documents as the desktop version of the Portal
More5.5.2
August 31, 2023
Bug fixes and performance enhancements.
4.4.0
January 11, 2022
Bug fixes and performance updates
3.3.0
October 5, 2017
This app has been updated by Apple to display the Apple Watch app icon. - Forgot Password - Cloud Storage - Commentary - Fixes account display
More3.2.5
March 1, 2017
Yes, My CFI Mobile offers an iPad version.
The My CFI Mobile app was developed by Couture Financial, Inc..
Currently, My CFI Mobile supports iOS 13.4 or later.
There are no ratings for the My CFI Mobile app at the moment.
The App Genre Of The My Cfi Mobile App Is Finance.
The latest version of the My CFI Mobile app is 5.14.0.
The latest My CFI Mobile app update was released on November 30, 2024.
My CFI Mobile was first made available on February 5, 2023.
Safe for kids, with no inappropriate or mature content.
My CFI Mobile is now available to use in English.
Unfortunately, My CFI Mobile is not on Apple Arcade.
Unfortunately, My CFI Mobile does not provide opportunities for in-app purchases.
Unfortunately, My CFI Mobile is not fully compatible with Apple Vision Pro.
No, ads are not featured prominently in My CFI Mobile.