Cogent Wealth

Cogent Wealth

by COGENT ADVISOR LLC

1 ratings

Archived App (Last seen on 22 Aug 2025)

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.
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Details

  • Released
  • Updated
  • March 2, 2019
  • April 28, 2022

Features

Cogent Wealth screenshot #1 for iPhone
Cogent Wealth screenshot #2 for iPhone
Cogent Wealth screenshot #3 for iPhone
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About

Manage and track your financial progress towards goals. View your personal financial plan, account information, and spending habits across various banking accounts.

Personal Financial Plan management
Track Cogent managed accounts
Monitor spending habits
Integrate outside banking accounts
View mortgage debt and credit card information
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What's New in Cogent Wealth

4.4.0

April 28, 2022

Bug fixes and performance updates

FAQ

What is Cogent Wealth?

Cogent Wealth is a resource for clients of Cogent Strategic Wealth to manage and track their financial progress towards goals. It allows users to view their Personal Financial Plan and Cogent managed account information.

Can I see my spending habits with Cogent Wealth?

Yes, Cogent Wealth allows you to see your spending habits by integrating with outside banking accounts such as checking and credit cards. It also helps track mortgage debt.

Is Cogent Wealth free to use?

Yes, Cogent Wealth is available for free. It is priced at 'Free' and does not have in-app purchases or advertisements.

What devices is Cogent Wealth available on?

Cogent Wealth is supported on iPhone, iPad, and iPod devices.

How often is Cogent Wealth updated?

The latest version of Cogent Wealth is 4.4.0, which was last updated on April 28, 2022. This indicates a relatively consistent update schedule.

What is the age rating for Cogent Wealth?

Cogent Wealth has an age rating of 4+, making it suitable for a wide range of users.

Does Cogent Wealth have ads?

No, Cogent Wealth does not contain advertisements. The app is free and ad-free.

What kind of financial information can I track with Cogent Wealth?

You can track your Personal Financial Plan, Cogent managed account information, and spending habits across various external banking accounts, including checking, mortgage debt, and credit cards.