# COGENT Portal

> COGENT Portal (iPhone/iPad app by Cogent Independent Advisors, Inc..)

- Source: https://appshunter.io/ios/app/cogent-portal/id1598425144 (this page in markdown: same URL + `.md`)
- Developer: [Cogent Independent Advisors, Inc.](https://appshunter.io/developer/1598425416)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2021-12-04
- Data updated: 2026-06-10
- User reviews in markdown: https://appshunter.io/ios/app/cogent-portal/id1598425144/reviews.md

## What is COGENT Portal?

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.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- 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 — 2024-04-12

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

### 5.6.2 — 2023-11-29

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-08

Bug fixes and performance updates

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*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 2026-06-10.*