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This Mobile App allows you to view account information, balances, exchange documents and easily contact your Coordinated Financial Planning Advisors.
What's New in Coordinated Financial Planning
5.23.0
July 18, 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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