5.16.0
December 14, 2024
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
MoreYes, Cornerstone Client Portal is optimized for iPad devices.
Cornerstone Wealth, LLC released the Cornerstone Client Portal app.
Your iOS device must have at least iOS 13.4 installed to use the app.
3 out of 5 is the average rating that Cornerstone Client Portal has received from users.
The App Category Of The Cornerstone Client Portal App Is Finance.
5.16.0 is the newest version of Cornerstone Client Portal.
The latest update for Cornerstone Client Portal was released on January 5, 2025.
The app was initially released on February 6, 2023.
Designed for children, contains no adult material.
Currently, the Cornerstone Client Portal app supports the following languages: English.
No, Cornerstone Client Portal is not on Apple Arcade.
No, Cornerstone Client Portal does not feature in-app purchases for users.
No, Cornerstone Client Portal does not offer compatibility with Apple Vision Pro.
No, Cornerstone Client Portal does not incorporate ads within the app.