My CFI Mobile

My CFI Mobile

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Details about My CFI Mobile

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Features

Developer of My CFI Mobile

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Version History of My CFI Mobile

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

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5.13.3

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

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5.9.0

April 10, 2024

- Bug fixes - User experience improvements - Added functionality to native Document Vault feature

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5.6.1

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

More

5.5.5

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

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5.5.2

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

More

3.2.5

March 1, 2017

Price History of My CFI Mobile

Description of My CFI Mobile

Provides mobile access to view Couture Financial, Inc. managed portfolio details and reports, and easily contact your advisor.

My CFI Mobile: FAQ

Is the My CFI Mobile app compatible with iPads?

Yes, My CFI Mobile offers an iPad version.

Who created My CFI Mobile?

The My CFI Mobile app was developed by Couture Financial, Inc..

What is the minimum iOS version supported by My CFI Mobile?

Currently, My CFI Mobile supports iOS 13.4 or later.

What user rating does the My CFI Mobile app have?

There are no ratings for the My CFI Mobile app at the moment.

What category is the My CFI Mobile app?

The App Genre Of The My Cfi Mobile App Is Finance.

What is the newest version of My CFI Mobile?

The latest version of the My CFI Mobile app is 5.14.0.

What date did the latest update for My CFI Mobile come out?

The latest My CFI Mobile app update was released on November 30, 2024.

What date did My CFI Mobile come out?

My CFI Mobile was first made available on February 5, 2023.

What age group is My CFI Mobile suitable for?

Safe for kids, with no inappropriate or mature content.

What are the languages available on My CFI Mobile?

My CFI Mobile is now available to use in English.

Does Apple Arcade support My CFI Mobile among its available titles?

Unfortunately, My CFI Mobile is not on Apple Arcade.

Are there opportunities for in-app purchases in My CFI Mobile?

Unfortunately, My CFI Mobile does not provide opportunities for in-app purchases.

Is My CFI Mobile fully compatible with Apple Vision Pro?

Unfortunately, My CFI Mobile is not fully compatible with Apple Vision Pro.

Are ads featured prominently in My CFI Mobile?

No, ads are not featured prominently in My CFI Mobile.

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