CJM Wealth Adv.5.19.0 - App Store
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Publisher Description
This Mobile App allows you to view account information, balances and easily contact your advisor.
Version History - 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 5.19.0 05/28/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 04/16/2025 - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance enhancements. 5.5 08/03/2023 Bug fixes and performance updates 4.4.0 08/17/2021 Updated splashscreen 4.1.1 06/21/2018 - New Branding 4.1.0 05/26/2018 -Forgot Password
-Cloud Storage
-Commentary
-Fixes account display 3.3.0 10/09/2017 3.2.5 08/04/2016
About CJM Wealth Adv.
The company that develops CJM Wealth Adv. is CJM Wealth Advisers, Ltd.. The latest version released by its developer is 5.19.0.
To install CJM Wealth Adv. on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-15 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the CJM Wealth Adv. as malware if the download link is broken.
How to install CJM Wealth Adv. on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the CJM Wealth Adv. is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After CJM Wealth Adv. is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 5.19.0
posted on 2026-10-15
Version History - 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 5.19.0 05/28/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 04/16/2025 - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance enhancements. 5.5 08/03/2023 Bug fixes and performance updates 4.4.0 08/17/2021 Updated splashscreen 4.1.1 06/21/2018 - New Branding 4.1.0 05/26/2018 -Forgot Password
-Cloud Storage
-Commentary
-Fixes account display 3.3.0 10/09/2017 3.2.5 08/04/2016
version 5.19.0
posted on 2026-09-03
Version History - 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 5.19.0 05/28/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 04/16/2025 - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance enhancements. 5.5 08/03/2023 Bug fixes and performance updates 4.4.0 08/17/2021 This app has been updated by Apple to prepare for watchOS 27 compatibility. No new features are included.
Updated splashscreen 4.1.1 06/21/2018 - New Branding 4.1.0 05/26/2018 -Forgot Password
-Cloud Storage
-Commentary
-Fixes account display 3.3.0 10/09/2017 3.2.5 08/04/2016
version 5.19.0
posted on 2026-08-21
Version History - 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 5.19.0 05/28/2025 - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.17.1 04/16/2025 - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 Bug fixes and performance enhancements. 5.5.2 09/05/2023 Bug fixes and performance enhancements. 5.5 08/03/2023 Bug fixes and performance updates 4.4.0 08/17/2021 This update from Apple will improve the functionality of this app. No new features are included.
Updated splashscreen 4.1.1 06/21/2018 - New Branding 4.1.0 05/26/2018 -Forgot Password
-Cloud Storage
-Commentary
-Fixes account display 3.3.0 10/09/2017 3.2.5 08/04/2016
version 5.19.0
posted on 2025-05-28
- 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
version 5.19.0
posted on 2025-05-28
May 28, 2025
Version 5.19.0
- 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
version 5.17.1
posted on 2025-04-16
Apr 16, 2025
Version 5.17.1
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
version 5.14.0
posted on 2024-09-06
Sep 6, 2024
Version 5.14.0
- 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
version 5.9.0
posted on 2024-04-10
Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
version 5.5.2
posted on 2023-09-05
Sep 5, 2023
Version 5.5.2
Bug fixes and performance enhancements.
version 5.5
posted on 2023-08-03
Aug 3, 2023
Version 5.5
Bug fixes and performance enhancements.
Disclaimer
Official App Store Link
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