# CPS Portal

> Client portal for viewing investment portfolios and contacting advisors. (iPhone/iPad app by CPS Investment Advisors.)

- Source: https://appshunter.io/ios/app/cps-portal/id6447646079 (this page in markdown: same URL + `.md`)
- Developer: [CPS Investment Advisors](https://appshunter.io/developer/1682100586)
- Category: Finance, Business
- Price: Free
- Rating: 2.30/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-04-13
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cps-portal/id6447646079/reviews.md

## What is CPS Portal?

The CPS Investment Advisors Client Portal app allows you to easily view your portfolio values and allocations and easily contact your advisor.

## Key features

- View portfolio values
- Check asset allocations
- Contact your advisor
- Easy access to financial information


## Frequently asked questions about CPS Portal

### What is CPS Portal used for?

CPS Portal is used to easily view your portfolio values and allocations and to contact your advisor. It provides a centralized place for clients to manage their financial information.

### Is CPS Portal free to use?

Yes, CPS Portal is available for free. There are no charges to download or use the core features of the application.

### What devices support CPS Portal?

CPS Portal is supported on iPhone, iPad, and iPod devices. This allows for access across various Apple mobile and tablet hardware.

### How secure is CPS Portal?

While specific security measures are not detailed, financial client portals typically employ industry-standard encryption and security protocols to protect user data. Users should always ensure their device is secure and use strong passwords.

### How often is CPS Portal updated?

The latest version is 5.22.1, last updated on February 5, 2026. This indicates a commitment to regular updates and maintenance for the application.

### What is the age rating for CPS Portal?

CPS Portal has an age rating of 4+. This suggests it is suitable for users of all ages, with no mature content restrictions.

### Does CPS Portal allow for transaction management?

The description focuses on viewing portfolio values and allocations and contacting an advisor. It does not explicitly mention functionality for managing or initiating transactions.

### What is the user sentiment for CPS Portal based on ratings?

CPS Portal has a rating of 2.3 stars from 3 ratings. This indicates that current user satisfaction is mixed to negative, suggesting potential areas for improvement in user experience or features.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- 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

### 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

### 5.17.0 — 2025-01-27

- Clients may now toggle to Orion related households
- Document Vault improvements
- Bug Fixes

### 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 — 2024-04-10

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

## Apps similar to CPS Portal

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [CPS Customer App](https://appshunter.io/ios/app/cps-customer-app/id6748826742) | 1.7 (3) | Free | Finance |
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| [Imagine Account Center](https://appshunter.io/ios/app/imagine-account-center/id1635053824) | 2.3 (72) | Free | Finance |
| [Milestone FP](https://appshunter.io/ios/app/milestone-fp/id1160822782) | 2.0 (7) | Free | Finance |

## Related topics

[cps portal](https://appshunter.io/ios/topics/cps-portal) · [consumer portfolio services](https://appshunter.io/ios/topics/consumer-portfolio-services) · [ccps portal](https://appshunter.io/ios/topics/ccps-portal)

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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 2026-06-01.*