CP Wealth Portal
Cerity Partners LLC Finance iPhoneiPadiPod touch
CP Wealth Portal is a free Finance app for iPhone and iPad by Cerity Partners LLC. Requires iOS 15.6. Updated May 28, 2025.
- Price
- Free
- on the App Store
- Size
- 53 MB
- Age 4+
- Updated
- May 28
- 2025 · v5.19.0
Screenshots
About CP Wealth Portal
Download the CP Portal mobile app, offering you secure and convenient access to manage your wealth, collaborate with your advisor, and access curated content.
What’s new
Version 5.19.0 · Updated May 28, 2025
- 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
App privacy
The developer, Cerity Partners 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
- Financial Info: Other Financial Info
- Contact Info: Email Address
- Identifiers: User ID, Device ID
- Diagnostics: Crash Data, Performance Data
Used for: Product Personalization, App Functionality, Other Purposes
Alternatives to CP Wealth Portal
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| CP Wealth Portal | – | Free | May 28, 2025 | |
| Orion Wealth Management Portal | 3.8 / 5 (26) | Free | Sep 15, 2026 | Compare |
| eMoney Client Portal | 3.5 / 5 (30) | Free | Oct 27, 2026 | Compare |
| Tallie | 1.1 / 5 (14) | Free | Feb 25, 2025 | Compare |
| Addepar | 3.9 / 5 (60) | Free | Oct 29, 2026 | Compare |
| ComplianceAlpha | 3.0 / 5 (15) | Free | Jun 29, 2026 | Compare |
| Indiana Farm Bureau Insurance | 4.7 / 5 (31) | Free | Sep 28, 2026 | Compare |
Compare CP Wealth Portal with the top alternatives: ratings, updates, ASO score and keyword gaps →