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A great resources for clients of Cogent Strategic Wealth to manage and track their progress to their goals

Cogent Wealth

by Cogent Advisor LLC

What is it about?

A great resources for clients of Cogent Strategic Wealth to manage and track their progress to their goals. Here, you will be able to see your Personal Financial Plan, Cogent managed account information along with your spending habits through outside banking accounts such as checking, mortgage debt, credit cards and so much more.

App Details

Version
4.1.0
Rating
(1)
Size
13Mb
Genre
Business Finance
Last updated
March 2, 2019
Release date
March 2, 2019
More info

App Store Description

A great resources for clients of Cogent Strategic Wealth to manage and track their progress to their goals. Here, you will be able to see your Personal Financial Plan, Cogent managed account information along with your spending habits through outside banking accounts such as checking, mortgage debt, credit cards and so much more.

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