Free
About
This app allows access to the client portal as well as current plans and document vault. This will also allow our clients to directly contact their advisor.
What's New in CFG Invest
5.19.0
May 28, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
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