CWM Portal

CWM Portal

Rating summary
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Details about CWM Portal

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

Features

Developer of CWM Portal

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Ratings
🗣❌ unsupported
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Version History of CWM Portal

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

More

5.9.0

April 12, 2024

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

More

5.5.2

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

Price History of CWM Portal

Description of CWM Portal

This app allows you to view your complete financial picture with Columbus Wealth Management. Your Financial Plan, Net Worth, Performance Data, Document Vault and more are all conveniently located in this app. Located in Columbus, Ohio, Columbus Wealth Management was built with industry-leading technology and provides full Financial Planning and Portfolio Management services to clients across the country. If you are not a current client, but are interested in the services we provide, please read more on our website at www.cbuswm.com.

CWM Portal: FAQ

Does CWM Portal work on iPads?

Yes, CWM Portal is compatible with the iPad.

Who is the developer of CWM Portal?

The CWM Portal app was released by Columbus Wealth Management LLC.

What iOS version is needed to run the CWM Portal app?

CWM Portal requires iOS 13.4 or later.

What is the current app rating?

Users love CWM Portal, as evidenced by its outstanding rating of 5 out of 5.

What’s the genre of the CWM Portal app?

The App Genre Of Cwm Portal Is Finance.

Which version of the CWM Portal app is the latest one?

The newest version of CWM Portal is 5.14.0.

What is the date of the latest CWM Portal update?

CWM Portal’s latest update was rolled out on September 19, 2024.

When did the CWM Portal app come out?

The app was launched on February 6, 2023.

What is the content advisory rating for the CWM Portal app?

Family-friendly content, no mature themes or violence.

What languages does the CWM Portal app support?

The CWM Portal app is now available in English.

Can I find CWM Portal within Apple Arcade's selection of games?

Sorry, CWM Portal is not available on Apple Arcade.

Are in-app purchases available within CWM Portal?

Sorry, in-app purchases are not accessible within CWM Portal.

Is CWM Portal optimized for use with Apple Vision Pro?

Unfortunately, CWM Portal is not optimized for use with Apple Vision Pro.

Are there commercial ads in CWM Portal?

No, there are no commercial ads in CWM Portal.

Screenshots of CWM Portal

iphone
ipad

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