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This app allows access to the client portal as well as current plans and document vault

CFG Invest

by Cornerstone Enterprises, LLC

What is it about?

This app allows access to the client portal as well as current plans and document vault. This will also allow our clients to directly contact their advisor.

App Details

Version
5.16.0
Rating
NA
Size
40Mb
Genre
Finance Business
Last updated
December 14, 2024
Release date
June 21, 2023
More info

App Store Description

This app allows access to the client portal as well as current plans and document vault. This will also allow our clients to directly contact their advisor.

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