# CW on the Go

> CW on the Go (iPhone/iPad app by Collaborative Wealth Management, Inc..)

- Source: https://appshunter.io/ios/app/cw-on-the-go/id1563414004 (this page in markdown: same URL + `.md`)
- Developer: [Collaborative Wealth Management, Inc.](https://appshunter.io/developer/1563414366)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2021-04-17
- Data updated: 2026-05-15
- User reviews in markdown: https://appshunter.io/ios/app/cw-on-the-go/id1563414004/reviews.md

## What is CW on the Go?

Access all of your Collaborative Wealth accounts 24/7 in one place with a single login. Interact with your living financial plan to make sure you’re always on track. View and download important documents on the go from your virtual vault.


## Version history (last 5 releases)

### 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

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-11

- 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

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

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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 2026-05-15.*