CFG Invest5.19.0 - App Store
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Publisher Description
This app allows access to the client portal as well as current plans and document vault. This will also allow our clients to directly contact their advisor.
Version History - 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 5.19.0 05/28/2025 - 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 5.16.0 12/14/2024 - 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 5.14.2 10/29/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/16/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 5.4.3 06/21/2023
About CFG Invest
The company that develops CFG Invest is Cornerstone Enterprises, LLC. The latest version released by its developer is 5.19.0.
To install CFG Invest on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the CFG Invest as malware if the download link is broken.
How to install CFG Invest on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the CFG Invest is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After CFG Invest is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 5.19.0
posted on 2026-10-14
Version History - 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 5.19.0 05/28/2025 - 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 5.16.0 12/14/2024 - 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 5.14.2 10/29/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/16/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 5.4.3 06/21/2023
version 5.19.0
posted on 2025-05-28
May 28, 2025
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
version 5.19.0
posted on 2025-05-28
- 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 5.16.0
posted on 2024-12-14
Dec 14, 2024
Version 5.16.0
- 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
version 5.14.2
posted on 2024-10-29
Oct 29, 2024
Version 5.14.2
- 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
version 5.9.0
posted on 2024-04-16
Apr 16, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
version 5.5.2
posted on 2023-09-05
Sep 5, 2023
Version 5.5.2
Bug fixes and performance enhancements.
Disclaimer
Official App Store Link
We do not host CFG Invest on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
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