CWS Financial

Cottonwood Capital Advisors, LLC Finance iPhoneiPadiPod touch

CWS Financial is a free Finance app for iPhone and iPad by Cottonwood Capital Advisors, LLC. Requires iOS 13.4. Updated September 12, 2024.

Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Sep 12; 2024 · v5.14.0

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About CWS Financial

This Mobile App allows clients of Cottonwood Wealth Strategies to access: - Account balance and performance - Financial Strategy - CWS Insights and Content - Contact your advisor or a team member One app to view and manage it all!

What’s new

Version 5.14.0 · Updated September 12, 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

App privacy

The developer, Cottonwood Capital Advisors, 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

App details

CWS Financial is a free Finance app for iPhone, iPad and iPod touch, developed by Cottonwood Capital Advisors, LLC. It requires iOS 13.4 or later and is 38 MB to download. It was first released on March 15, 2022 and last updated on September 12, 2024.

Category: Finance
Price: Free
Version: 5.14.0
Size: 38 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: March 15, 2022
Last updated: September 12, 2024
Developer: Cottonwood Capital Advisors, LLC

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