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Screenshots

  • CV Advisors screenshot 1
  • CV Advisors screenshot 2
  • CV Advisors screenshot 3
  • CV Advisors screenshot 4

About CV Advisors

The CV Advisors app is designed to give our clients the ability to securely view and monitor their portfolio and accounts, to track performance of investments and markets, and to stay informed.

Ratings & reviews

5.0

16 ratings

5 ★ 100% 4 ★ 0% 3 ★ 0% 2 ★ 0% 1 ★ 0%

What’s new

Version 3.0.10 · Updated October 9, 2026

- Fix infinite loader when logged user has a portfolio like default that is not on the client list - Update button on 'New Version Available' does nothing

App privacy

The developer, CV 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:

  • Identifiers: User ID

Used for: Product Personalization, App Functionality

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:

  • Diagnostics: Crash Data

Used for: App Functionality

Alternatives to CV Advisors

Looking for apps like CV Advisors? Here are 6 similar apps on the App Store. The highest rated is SafraLink (4.6/5), and all 6 are free to download.

CV Advisors vs. alternatives
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