Coho Planning vs Cornerstone FG
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Coho Planning
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Our mobile planning app allows you to view account information, balances and easily contact your advisor. You can make updates, forecast, and organize your financial life with ease!
Cornerstone FG
Access your financial accounts, view balances, transactions, and performance data. Securely store and share documents with your advisor, and link external accounts for a comprehensive financial overview.
- Account access
- View balances and transactions
- Performance data tracking
- Document Vault for statements
- Secure file sharing
- Link external investment accounts
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Manage and monitor your Cornerstone Financial Group, LLC accounts securely and conveniently with the Cornerstone Financial Group app. This app allows you to access your Client Portal mobile platform to see balances, transactions, performance data, and allocations. Using the Document Vault, you can easily access your statements, tax forms, or safely share files with your advisor. Link outside investment accounts to your Portal to see your whole financial picture in one place.
Screenshots
Verdict
The clearest difference is iOS requirement: Coho Planning at 13.4 against Cornerstone FG's 15.6. On price, update cadence, ads and in-app purchases 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.
Coho Planning ships an update every 4 months, Cornerstone FG every 7 months. The most recent releases landed on October 17, 2026 and October 16, 2026 respectively.
| Parameter | Coho Planning | Cornerstone FG |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (2 ratings) — better |
| Positive reviews | — | 100.0% of reviews |
| Number of ratings | — | 2 — better |
| Update frequency | Every 4 months — better | Every 7 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 13.4 — better | 15.6 |
| Further details — not scored | ||
| Size | 41 MB | 62 MB |
| Age rating | 4+ | 4+ |
| Developer | Coho Financial Group, LLC | Cornerstone Financial Group, LLC |
In-app purchases
Coho Planning
No in-app purchases
Cornerstone FG
No in-app purchases
Questions
Is Coho Planning free?
Is Cornerstone FG free?
Do Coho Planning or Cornerstone FG have ads?
Which is updated more often, Coho Planning or Cornerstone FG?
Other comparisons
