Archived App (Last seen on 8 Sep 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
The Consolidated Financial Management Group app gives clients secure, convenient access to their investment and retirement accounts, all in one place. Designed to support your financial journey, the app makes it easy to stay informed, organized, and connected with your advisory team.
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What's New in CFMG
5.22.1
February 5, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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