# CWS Financial

> CWS Financial (iPhone/iPad app by Cottonwood Capital Advisors, LLC.)

- Source: https://appshunter.io/ios/app/cws-financial/id1614263339 (this page in markdown: same URL + `.md`)
- Developer: [Cottonwood Capital Advisors, LLC](https://appshunter.io/developer/1614263341)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2022-03-15
- Data updated: 2025-11-28
- User reviews in markdown: https://appshunter.io/ios/app/cws-financial/id1614263339/reviews.md

## What is CWS Financial?

This Mobile App allows clients of Cottonwood Wealth Strategies to access: 
 - Account balance and performance 
 - Financial Strategy 
 - CWS Insights and Content 
 - Contact your advisor or a team member 
 One app to view and manage it all!


## Version history (last 5 releases)

### 5.14.0 — 2024-09-12

- 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

### 5.6.8 — 2024-03-12

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

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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 2025-11-28.*