CJM Wealth Adv. 5.19.0

CJM Wealth Advisers ❘ Freeware ❘
iOS

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Title:	CJM Wealth Adv. 5.19.0
Operating Systems:	iOS
License:	Freeware
Date added:	07/27/2025
Publisher:	CJM Wealth Advisers
Rating:	Download client to rate!
Changelog:	- 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

This mobile application provides Aveo Capital clients with a secure and convenient means to access their account information and documents remotely.

This mobile application provides users with the capability to access detailed account information and current balances efficiently.

The Manhattan West Client Portal application provides users with streamlined access to account information and balance disclosures.

This mobile application provides users with access to their comprehensive financial plan, account details, and current balances.

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