CWS Financial 4+

Cottonwood Capital Advisors, LLC

Designed for iPad

    • Free

Screenshots

Description

This Mobile App allows clients of Cottonwood Wealth Strategies to access:
- Account balance and performance
- Financial Strategy
- CWS Insights and Content
- Contact your advisor or a team member
One app to view and manage it all!

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, Cottonwood Capital Advisors, 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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