5.14.0
September 10, 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
More5.9.0
April 12, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.5.2
September 5, 2023
Bug fixes and performance enhancements.
5.4.0
February 9, 2023
Bug fixes and performance updates
5.2.18
June 24, 2022
Bug fixes and performance updates
5.2.17
April 14, 2022
Yes, CWM Portal is compatible with the iPad.
The CWM Portal app was released by Columbus Wealth Management LLC.
CWM Portal requires iOS 13.4 or later.
Users love CWM Portal, as evidenced by its outstanding rating of 5 out of 5.
The App Genre Of Cwm Portal Is Finance.
The newest version of CWM Portal is 5.14.0.
CWM Portal’s latest update was rolled out on September 19, 2024.
The app was launched on February 6, 2023.
Family-friendly content, no mature themes or violence.
The CWM Portal app is now available in English.
Sorry, CWM Portal is not available on Apple Arcade.
Sorry, in-app purchases are not accessible within CWM Portal.
Unfortunately, CWM Portal is not optimized for use with Apple Vision Pro.
No, there are no commercial ads in CWM Portal.