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CWM Mobile allows you to easily view your portfolio values and allocations, statements, and planning documents, and easily contact your CWM advisor.
What's New in Holistic Planning
5.22.1
February 5, 2026
- 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
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