Archived App
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
For clients of Cogent Independent Advisors. This Mobile App allows you to view account information, balances and easily contact your advisor. You can see specific details like current balance vs invested amount, performance over various time periods, and financial planning information like net worth over time and how you're tracking towards goals like retirement, college planning, etc.
Show more
What's New in COGENT 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
