Milestone FP vs CPS Portal
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Milestone FP
Access your financial information and account balances from Milestone on your mobile device. View quarterly statements and important documents securely within the app's vault.
- View account information and balances
- Access quarterly statements
- Secure document vault
- On-the-go financial management
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This mobile app allows you to view the information and balances from all of your Milestone accounts on the go. You can also access your quarterly statements and other documents in the document vault.
CPS Portal
Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.
- View portfolio values
- Check asset allocations
- Contact your advisor
- Easy access to financial information
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The CPS Investment Advisors Client Portal app allows you to easily view your portfolio values and allocations and easily contact your advisor.
Screenshots
Verdict
The clearest difference is iOS requirement: Milestone FP at 12.0 against CPS Portal's 15.6. On price, rating, ratings volume and update cadence there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
On the App Store both sit at effectively the same score — 2.4 for Milestone FP against 2.3 for CPS Portal. Both are backed by a comparable volume of ratings — 8 and 3 respectively.
Milestone FP ships an update every 7 months, CPS Portal every 5 months. The most recent releases landed on November 2, 2026 and November 3, 2026 respectively.
| Parameter | Milestone FP | CPS Portal |
|---|---|---|
| Price | Free | Free |
| Rating | 2.4 (8 ratings) — better | 2.3 (3 ratings) |
| Positive reviews | 0.0% of reviews | — |
| Number of ratings | 8 — better | 3 |
| Update frequency | Every 7 months | Every 5 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 12.0 — better | 15.6 |
| Further details — not scored | ||
| Size | 0 MB | 61 MB |
| Age rating | 4+ | 4+ |
| Developer | Milestone Financial Planning, LLC | CPS Investment Advisors |
Customer experience
Milestone FP
CPS Portal
In-app purchases
Milestone FP
No in-app purchases
CPS Portal
No in-app purchases
Questions
Is Milestone FP free?
Is CPS Portal free?
Which has better reviews, Milestone FP or CPS Portal?
Do Milestone FP or CPS Portal have ads?
Which is updated more often, Milestone FP or CPS Portal?
Other comparisons
