CWP Portal

Features CWP Portal

Concordia Wealth Planning is a boutique fee-only financial planning and investment management firm that specializes in working with individuals and businesses looking for a custom and personalized approached to advice.
This mobile app gives clients of Concordia the ability to access their client portal on their mobile device.
Clients can view household and account information, view individual and total family balances, see performance of investment accounts, view the probability of success of their financial plan, view their full balance sheet and net worth statement, check their budget, spending and expenses, and even easily contact their lead financial planner.
Access to the mobile app requires users to be a client of Concordia Wealth Planning and to be set up previously with Concordia Client Portal access.
For more information about Concordia or to inquire about becoming a client of Concordia Wealth Plannings services, please contact us at [email protected].