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Screenshots

  • CWM Portal screenshot 1
  • CWM Portal screenshot 2
  • CWM Portal screenshot 3
  • CWM Portal screenshot 4

About CWM Portal

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 5.23.0 · Updated July 18, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

Alternatives to CWM Portal

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