CP Wealth Portal

Finance

Free · Designed for iPad. Not verified for macOS.

Download the CP Portal mobile app, offering you secure and convenient access to manage your wealth, collaborate with your advisor, and access curated content.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

- 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

Version 5.19.0

The developer, Cerity Partners 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:

    • Financial Info
    • Contact Info
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Cerity Partners, LLC
Size
  • 55.5 MB
Category
  • Finance
Compatibility
Requires iOS 15.6 or later.
  • 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 Cerity Partners LLC
  • Developer Website
  • Privacy Policy

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