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Holistic Planning

Finance

Free

Holistic Planning

by Comprehensive Wealth Management, LLC

v5.22.1 61 MB Universal 4+

Screenshots

Description

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 (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