5.9.0
April 10, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.6.5
January 29, 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
More5.5.2
September 5, 2023
Bug fixes and performance enhancements.
5.4.0
February 8, 2023
Bug fixes and performance updates
5.2.18
June 24, 2022
Bug fixes and performance updates
5.2.11
January 20, 2022
Bug fixes and performance updates
5.2.7
August 26, 2021
-Added ability to filter in the Positions view -Fixed bug in which Performance was not hiding when disabled
5.2.1
May 14, 2021
-Performance screen, ability to compare your accounts versus benchmarks -Details for manual accounts (added via Orion Planning) -Bug fixes to biometric authentication -Changed some layouts to better handle large fonts -Fixes regarding the search function in the Transaction screen
More5.1.1
April 22, 2021
Updated Name
5.1.0
February 4, 2021
- 2FA support for Advisor users that log in with Orion credentials. - Allocation and Positions details for Managed Accounts. - Investment Transaction details for Managed Accounts. - Transactions details for Aggregated accounts (linked with Plaid/Quovo)
MoreYes, CWP Portal works on iPads.
Concordia Wealth Planning LLC launched the CWP Portal app.
Currently, CWP Portal supports iOS 13.0 or later.
No ratings are available for the CWP Portal app yet.
The Cwp Portal App Relates To The Finance Genre.
5.9.0 is the current version of CWP Portal.
October 4, 2024 is the date of the latest CWP Portal update.
CWP Portal was introduced to the market on February 5, 2023.
Contains nothing objectionable, appropriate for all ages.
CWP Portal can be used in English.
Sorry, CWP Portal is not on Apple Arcade.
Sorry, in-app purchases are not available for users of CWP Portal.
Sorry, CWP Portal is not specifically engineered for compatibility with Apple Vision Pro.
No, users are not exposed to ads in CWP Portal.