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Cornerstone Planning
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- Versions
- Price History
- Description
- FAQ
All Versions of Cornerstone Planning
1.80
June 8, 2024
* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability
More1.78
April 22, 2024
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
More1.76
January 20, 2024
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
More1.75
December 9, 2023
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
More1.74
October 28, 2023
* RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app.
More1.73
September 17, 2023
* Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins
More1.71
July 29, 2023
* Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic
More1.69
June 12, 2023
* Improved Performance Card to be able to support Additional Benchmark functionality.
* Enhanced loggings to be able to provide additional support for our mobile users.
* Bug Fixes
More1.67
April 22, 2023
Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks.
Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users.
Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience
More1.65
March 4, 2023
- Bug fixes
Price History of Cornerstone Planning
Description of Cornerstone Planning
The Cornerstone Planning Group mobile allows clients to have access to everything financial in their lives at any time. Cornerstone clients will have access to all portfolio data and all aspects of their personal financial plan within a simple, elegant interface. This app is one our tools to help bring Clarity, Confidence, and Direction to our client’s financial futures. To request access, please contact your Cornerstone Planning Group Advisor.
Cornerstone Planning: FAQ
Yes, Cornerstone Planning can be used on an iPad.
Cornerstone Planning Group, LLC is the developer of Cornerstone Planning.
Cornerstone Planning requires iOS 12.4 or later.
Cornerstone Planning has no ratings yet.
The Primary Genre Of The Cornerstone Planning App Is Finance.
The newest version of Cornerstone Planning is 1.80.
The most recent update for Cornerstone Planning was released on July 3, 2024.
The release date of the app was on February 5, 2023.
Suitable for children aged 4 and up, contains no objectionable material.
You can use the Cornerstone Planning app in English.
Unfortunately, Cornerstone Planning is not on Apple Arcade.
Unfortunately, in-app purchases are not part of Cornerstone Planning.
No, Cornerstone Planning does not support compatibility with Apple Vision Pro.