Coho Planning 4+

Coho Advisory Services LLC

Designed for iPad

    • Free

Screenshots

Description

Our mobile planning app allows you to view account information, balances and easily contact your advisor. You can make updates, forecast, and organize your financial life with ease!

What’s New

Version 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

App Privacy

The developer, Coho Advisory Services 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

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