CreativeOne Wealth
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CreativeOne Wealth
CreativeOne Wealth

CreativeOne Wealth

CreativeOne Wealths Mobile app provides greater visibility into your accounts

App Size: Varies With Device
Release Date: Jun 23, 2022
Price: Free
Price
Free
Size
Varies With Device

CreativeOne Wealth’s Mobile app provides greater visibility into both clients' overall financial picture and CreativeOne Wealth’s wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for CreativeOne Wealth and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.
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More Information about: CreativeOne Wealth
Price: Free
Version: 3.3.6
Downloads: 43
Compatibility: Android 7.0
Bundle Id: com.geowealth.client.CreativeOneWealth
Size: Varies With Device
Last Update: 2023-07-07
Content Rating: Everyone
Release Date: Jun 23, 2022
Content Rating: Everyone
Developer: GeoWealth Management, LLC


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