COGENT Portal app for iPhone and iPad

4.6 ( 3216 ratings )

Business Finance
Developer: Cogent Independent Advisors, Inc.

Free

Current version: 5.5.2, last update: 6 months ago
First release : 04 Dec 2021
App size: 32.72 Mb

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 youre tracking towards goals like retirement, college planning, etc.