Holistic Planning App Icon

Holistic Planning

4+ v5.22.1 Recorded price: Free App Store →
IPA Analysis
Technical Specs
Bundle ID com.advisorlynx.mobileadvisor.comprehensivewealth
Version 5.22.1
App Store Size 61.05 MB
Minimum iOS 15.6
Devices iPhone, iPad, iPod touch
Catalog release date 2023-04-20
Latest recorded version date 2026-02-05
Features & Support
Advisory 4+
Languages (1)
EN
Top In App Purchases
No In App Purchases Listed

Preview

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Description

CWM Mobile allows you to easily view your portfolio values and allocations, statements, and planning documents, and easily contact your CWM advisor.

What's New

Version 5.22.1 2026-02-05
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - ...- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

Technical Analysis

Package Overview Basic metadata
Bundle ID com.advisorlynx.mobileadvisor.comprehensivewealth
Current Version 5.22.1
Minimum iOS 15.6
Package Size App Store Size
Package Metadata 0 / 7 version records
Detailed binary, privacy manifest, framework, and Info.plist results have not been indexed for this package yet. The verified App Store and archive metadata above remains available.

Developer Information

Known Version Records

0 version records with stored package metadata • 7 known version records

Stored metadata does not guarantee a package is currently available to download.

Details Version / IDs Version date Action
Holistic Planning icon
Not archived
App Store ID: 882178137 Unknown Request Version
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App Store ID: 874057182 Unknown Request Version
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App Store ID: 868797063 Unknown Request Version
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App Store ID: 865081145 Unknown Request Version
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App Store ID: 864873324 Unknown Request Version
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App Store ID: 858735439 Unknown Request Version
Holistic Planning icon
Not archived
App Store ID: 856478052 Unknown Request Version