My CFI Mobile

My CFI Mobile

by Couture Financial, Inc.

0 ratings
Free

Rating summary

Details

  • Released
  • Updated
  • March 1, 2017
  • January 15, 2025

Features

My CFI Mobile screenshot #1 for iPhone
My CFI Mobile screenshot #2 for iPhone
My CFI Mobile screenshot #3 for iPhone
My CFI Mobile screenshot #4 for iPhone
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About

Provides mobile access to view Couture Financial, Inc. managed portfolio details and reports, and easily contact your advisor.

What's New in My CFI Mobile

5.16.0

January 15, 2025

- 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

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