| Developer: | Cornerstone Financial Group, LLC (1) | ||
| Price: | Free | ||
| Rankings: | 0 | ||
| Reviews: | 0 Write a Review | ||
| Lists: | 0 + 0 | ||
| Points: | 0 + 2 (5.0) ¡ | ||
| App Store | |||
Description
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
What's new
- Version: 5.17.1
- Updated:
- - 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
Price History
- Today: Free
- Minimum: Free
- Maximum: Free
Track prices
Developer
- Cornerstone Financial Group, LLC
- Platforms: iOS Apps (1)
- Lists: 0 + 0
- Points: 0 + 2 ¡
- Rankings: 0
- Reviews: 0
- Discounts: 0
- Videos: 0
- RSS: Subscribe
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Additional Information
Contacts
https://cornerstonefinancialgroup.com/ «Cornerstone FG» is a Finance app for iOS, developed by «Cornerstone Financial Group, LLC». It was first released on and last updated on . This app is currently free. This app has not yet received any ratings or reviews on AppAgg. On App Store, the current store rating is 5.0 based on 2 votes. Available languages: English. AppAgg continuously tracks the price history, ratings, and user feedback for «Cornerstone FG». Subscribe to this app or follow its RSS feed to get notified about future discounts or updates.
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