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 5.19.0
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
Ratings and Reviews
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, for example, based on the features you use or your age. Learn More
Information
- Seller
- Columbus Wealth Management LLC
- Size
- 55.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.6 or later.
- iPad
- Requires iPadOS 15.6 or later.
- iPod touch
- Requires iOS 15.6 or later.
- Mac
- Requires macOS 12.5 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
- © 2025 Columbus Wealth Management LLC
- Price
- Free