Holistic Planning

Comprehensive Wealth Management, LLC

ଏହି ଆପ୍ ବିଷୟରେ

CWM Mobile allows you to easily view your portfolio values and allocations, statements, and planning documents, and easily contact your CWM advisor.

ନୂଆ କଣ ଅଛି

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes