# CP Wealth Portal

> CP Wealth Portal (iPhone/iPad app by Cerity Partners, LLC.)

- Source: https://appshunter.io/ios/app/cp-wealth-portal/id6642707524 (this page in markdown: same URL + `.md`)
- Developer: [Cerity Partners, LLC](https://appshunter.io/developer/1763636326)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2024-08-19
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/cp-wealth-portal/id6642707524/reviews.md

## What is CP Wealth Portal?

Download the CP Portal mobile app, offering you secure and convenient access to manage your wealth, collaborate with your advisor, and access curated content.


## Version history (last 1 release)

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

## Related topics

[cerity partners llc](https://appshunter.io/ios/topics/cerity-partners-llc)

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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 2026-05-18.*