Credent Wealth
CX Institutional, LLC Finance iPhoneiPadiPod touch
Credent Wealth is a free Finance app for iPhone and iPad by CX Institutional, LLC. Requires iOS 15.6. Updated July 18, 2026.
- Price
- Free
- on the App Store
- Size
- 62 MB
- Age 4+
- Updated
- Jul 18
- 2026 · v5.23.0
Screenshots
About Credent Wealth
This mobile app for clients of Credent Wealth management allows you to view account information, and balances.
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
App privacy
The developer, CX Institutional, LLC, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
Used for: Analytics
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Identifiers: Device ID
- Diagnostics: Crash Data, Performance Data, Other Diagnostic Data
Used for: Analytics
Alternatives to Credent Wealth
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Credent Wealth | – | Free | July 18, 2026 | |
| MyRepChat | 2.5 / 5 (59) | Free | Sep 28, 2026 | Compare |
| myAdvisorLink | 3.3 / 5 (13) | Free | Nov 4, 2025 | Compare |
| Orion Wealth Management Portal | 3.8 / 5 (26) | Free | Sep 15, 2026 | Compare |
| Priority Health OTC | 4.6 / 5 (1,020) | Free | Oct 26, 2026 | Compare |
| eMoney Client Portal | 3.5 / 5 (30) | Free | Oct 27, 2026 | Compare |
| Schwab Advisor Center® Mobile | 2.5 / 5 (44) | Free | Jul 30, 2026 | Compare |
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