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CWA Mobile 5.19.0 - App Store




About CWA Mobile

Investment mobile application that allows clients of CWA Asset Management Group dba Capital Wealth Advisors to view portfolio values, account holdings, and reporting information. Version History - Customized Personal...

Investment mobile application that allows clients of CWA Asset Management Group dba Capital Wealth Advisors to view portfolio values, account holdings, and reporting information.

Version History - 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 5.19.0 05/28/2025 - Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes 5.14.0 09/06/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.1 10/24/2023 Bug fixes and performance updates 4.4.0 03/30/2022 Updates to available integrations 4.1.0 01/15/2019 Added iOS 9 Support Added Touch ID Support 3.2.0 12/16/2015 Completely Redesigned Mobile Experience - Added support for Integration Features - Added Reporting Functionality - Added Balance Sheet Tool 3.0.4 05/11/2015 2.1.0.0 01/31/2014



Previous Versions

Here you can find the changelog of CWA Mobile since it was posted on our website on 2024-02-15 21:13:14. The latest version is 5.19.0 and it was updated on 2026-06-11 11:53:21. See below the changes in each version.

CWA Mobile version 5.19.0
Updated At: 2026-06-11
Changes: Version History - 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 5.19.0 05/28/2025 - Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes 5.14.0 09/06/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.1 10/24/2023 Bug fixes and performance updates 4.4.0 03/30/2022 Updates to available integrations 4.1.0 01/15/2019 Added iOS 9 Support Added Touch ID Support 3.2.0 12/16/2015 Completely Redesigned Mobile Experience - Added support for Integration Features - Added Reporting Functionality - Added Balance Sheet Tool 3.0.4 05/11/2015 2.1.0.0 01/31/2014
CWA Mobile version 5.19.0
Updated At: 2025-05-28
Changes: May 28, 2025 Version 5.19.0 - 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
CWA Mobile version 5.19.0
Updated At: 2025-05-28
Changes: - 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
CWA Mobile version 5.14.0
Updated At: 2024-09-06
Changes: Sep 6, 2024 Version 5.14.0 - Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
CWA Mobile version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024 Version 5.9.0 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature
CWA Mobile version 5.6.1
Updated At: 2023-10-24
Changes: Oct 24, 2023 Version 5.6.1 - Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another


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Downloads: 2
Updated At: 2026-06-11 11:53:21
Publisher: CWA Asset Management Group LLC
Operating System: IOS
License Type: Free