Cornerstone Client Portal

Finance

Free · Designed for iPad

This Mobile App allows you to view account information, balances and easily contact your wealth planning team.

Ratings & Reviews

  • 3.7
    out of 5
    3 Ratings

- 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

Version 5.16.0

The developer, Cornerstone Wealth, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Usage Data

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • Cornerstone Wealth, LLC
  • Size
    • 42.7 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 13.4 or later.
    • iPhone
      Requires iOS 13.4 or later.
    • iPad
      Requires iPadOS 13.4 or later.
    • iPod touch
      Requires iOS 13.4 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2024 Cornerstone Wealth, LLC
  • Developer Website
  • Privacy Policy

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