CWM Portal 4+

Columbus Wealth Management LLC

Designed for iPad

    • Free

Screenshots

Description

This app allows you to view your complete financial picture with Columbus Wealth Management. Your Financial Plan, Net Worth, Performance Data, Document Vault and more are all conveniently located in this app. Located in Columbus, Ohio, Columbus Wealth Management was built with industry-leading technology and provides full Financial Planning and Portfolio Management services to clients across the country. If you are not a current client, but are interested in the services we provide, please read more on our website at www.cbuswm.com.

What’s New

Version 5.14.0

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

App Privacy

The developer, Columbus Wealth Management 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 based on, for example, the features you use or your age. Learn More

You Might Also Like

MyJWA
Finance
Crescent Mobile
Finance
Northbound Wealth
Finance
JAVLIN Invest: Investment Tool
Finance
Flow: Net Worth Wealth Tracker
Finance
NetWorth Pro 2
Finance