# CFG Invest

> CFG Invest (iPhone/iPad app by Cornerstone Enterprises, LLC.)

- Source: https://appshunter.io/ios/app/cfg-invest/id6450313458 (this page in markdown: same URL + `.md`)
- Developer: [Cornerstone Enterprises, LLC](https://appshunter.io/developer/1690828639)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2023-06-21
- Data updated: 2025-12-31
- User reviews in markdown: https://appshunter.io/ios/app/cfg-invest/id6450313458/reviews.md

## What is CFG Invest?

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.


## Version history (last 5 releases)

### 5.19.0 — 2025-05-28

- 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

### 5.16.0 — 2024-12-14

- 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

### 5.14.2 — 2024-10-29

- 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

### 5.9.0 — 2024-04-16

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

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

## Apps similar to CFG Invest

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Story Mortgage](https://appshunter.io/ios/app/story-mortgage/id6443627555) | — | Free | Finance |
| [FVSBank](https://appshunter.io/ios/app/fvsbank/id1052250198) | 4.8 (222) | Free | Finance |
| [Pure Financial Advisors](https://appshunter.io/ios/app/pure-financial-advisors/id6741872198) | 5.0 (1) | Free | Finance |
| [American National for Business](https://appshunter.io/ios/app/american-national-for-business/id1052867224) | — | Free | Finance |
| [Cornerstone Client Portal](https://appshunter.io/ios/app/cornerstone-client-portal/id1591449334) | 3.7 (3) | Free | Finance |
| [BOK Mobile Business Banking](https://appshunter.io/ios/app/bok-mobile-business-banking/id1595938315) | — | Free | Finance |

## Related topics

[cfg invest](https://appshunter.io/ios/topics/cfg-invest)

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2025-12-31.*