CV Advisors

Content rating
Everyone
50+
Downloads
Content rating
Everyone
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About this app

The CV Advisors app is designed to give our clients the ability to securely view and monitor their portfolio and accounts, to track performance of investments and markets, and to stay informed.
Updated on
May 27, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, App info and performance, and Device or other IDs
Data is encrypted in transit
You can request that data be deleted

What’s new

Assets counter on private investment table
Line break on treasuries copy for liquidity summary
Add $ amount to Asset Allocation History
Change date to the first position on the transactions excel export
Rename treasuries in liquidity summary and table
Sponsor filter resets is not working correctly
Remove gps permision from Android app
Update iOS app to SDK 26
Content rating
Everyone
Learn more

App support

About the developer
CV ADVISORS, LLC
techsupport@cv-advisors.com
19495 Biscayne Blvd Ph 1 Miami, FL 33180 United States
+1 305-358-5990