Cornerstone Planning
View portfolio data and financial plan details
Cornerstone Planning Group, LLC
Description
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
The Cornerstone Planning Group mobile allows clients to have access to everything financial in their lives at any time. Cornerstone clients will have access to all portfolio data and all aspects of their personal financial plan within a simple, elegant interface. This app is one our tools to help bring Clarity, Confidence, and Direction to our client’s financial futures. To request access, please contact your Cornerstone Planning Group Advisor.