| Developer: | GeoWealth Management, LLC (21) | ||
| Price: | * Free | ||
| Rankings: | 0 | ||
| Reviews: | 0 Write a Review | ||
| Lists: | 0 + 0 | ||
| Points: | 0 + 0 ¡ | ||
| Google Play | |||
Description
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 Securities and your Wealth Advisor
• And now with an improved interface and user experienceC1s
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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Developer
- GeoWealth Management, LLC
- Platforms: Android Apps (10) iOS Apps (11)
- Lists: 0 + 0
- Points: 0 + 0 ¡
- Rankings: 0
- Reviews: 0
- Discounts: 0
- Videos: 0
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Additional Information
- Version: 3.4.1
- Category:
Android Apps›Finance - OS:
Android 7.0 - Size:
24 Mb - Content Rating:
Everyone - Google Play Rating:
0 - Updated:
- Release Date:
«CreativeOne Securities» is a Finance app for Android, developed by «GeoWealth Management, LLC». It was first released on and last updated on . This app is currently free. This app has not yet received any ratings or reviews on AppAgg. AppAgg continuously tracks the price history, ratings, and user feedback for «CreativeOne Securities». Subscribe to this app or follow its RSS feed to get notified about future discounts or updates.
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