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CPS Portal

Finance

Free

CPS Portal

by CPS Investment Advisors

2.3 (3) v5.22.1 61 MB Universal 4+

Screenshots

Description

The CPS Investment Advisors Client Portal app allows you to easily view your portfolio values and allocations and easily contact your advisor.

What's new (v5.22.1)

- 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