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COGENT Portal

For clients of Cogent Independent Advisors

For clients of Cogent Independent Advisors

COGENT Portal

by Cogent Independent Advisors, Inc.
COGENT Portal
COGENT Portal
COGENT Portal

What is it about?

For clients of Cogent Independent Advisors. This Mobile App allows you to view account information, balances and easily contact your advisor. You can see specific details like current balance vs invested amount, performance over various time periods, and financial planning information like net worth over time and how you're tracking towards goals like retirement, college planning, etc.

COGENT Portal

App Details

Version
5.14.0
Rating
NA
Size
37Mb
Genre
Finance Business
Last updated
September 10, 2024
Release date
December 4, 2021
More info

App Screenshots

COGENT Portal screenshot-0
COGENT Portal screenshot-1
COGENT Portal screenshot-2
COGENT Portal screenshot-3

App Store Description

For clients of Cogent Independent Advisors. This Mobile App allows you to view account information, balances and easily contact your advisor. You can see specific details like current balance vs invested amount, performance over various time periods, and financial planning information like net worth over time and how you're tracking towards goals like retirement, college planning, etc.

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