# CWM Portal

> Financial management portal for Columbus Wealth Management clients. (iPhone/iPad app by Columbus Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/cwm-portal/id1618042031 (this page in markdown: same URL + `.md`)
- Developer: [Columbus Wealth Management LLC](https://appshunter.io/developer/1618042033)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2022-04-13
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cwm-portal/id1618042031/reviews.md

## What is CWM Portal?

This app allows you to view your complete financial picture with Columbus Wealth Management. Your Financial Plan, Net Worth, Performance Data, Document Vault and more are all conveniently located in this app. Located in Columbus, Ohio, Columbus Wealth Management was built with industry-leading technology and provides full Financial Planning and Portfolio Management services to clients across the country. If you are not a current client, but are interested in the services we provide, please read more on our website at www.cbuswm.com.

## Key features

- Financial plan viewing
- Net worth tracking
- Performance data access
- Document vault
- Portfolio management access


## Frequently asked questions about CWM Portal

### What is CWM Portal?

CWM Portal is a mobile application that provides Columbus Wealth Management clients with a consolidated view of their financial plan, net worth, performance data, and document vault.

### Is CWM Portal free to use?

Yes, CWM Portal is available for free download and use. It is provided as a service to existing clients of Columbus Wealth Management.

### What financial information can I see in CWM Portal?

You can view your complete financial picture, including your Financial Plan, Net Worth, and Performance Data directly within the app.

### Does CWM Portal offer security features?

While specific security features are not detailed, the app is designed to provide secure access to sensitive financial information for its users.

### What devices does CWM Portal support?

CWM Portal is available for iPhone, iPad, and iPod devices.

### How often is CWM Portal updated?

The latest version is 5.22.1, and the app was last updated on February 5, 2026, indicating regular maintenance and updates.

### Can I access my documents through CWM Portal?

Yes, the app features a Document Vault where you can conveniently access important financial documents.

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

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

## 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

### 5.20.5 — 2025-12-10

- iOS permission message enhancement

### 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

### 5.17.1 — 2025-03-24

- 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 — 2024-09-10

- 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

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## Related topics

[cwm portal](https://appshunter.io/ios/topics/cwm-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.*