COGENT Portal 4+
Cogent Independent Advisors, Inc.
Designed for iPad
-
- Free
Screenshots
Description
For clients of Cogent Independent Advisors. This Mobile App allows you to view account information, balances and easily contact your advisor. You can see specific details like current balance vs invested amount, performance over various time periods, and financial planning information like net worth over time and how you're tracking towards goals like retirement, college planning, etc.
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, Cogent Independent Advisors, Inc., 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
Information
- Provider
- Cogent Independent Advisors, Inc.
- Size
- 39.4 MB
- Category
- Finance
- Compatibility
-
- 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 Cogent Independent Advisors, Inc.
- Price
- Free