| Developer: | GeoWealth Management, LLC (22) | ||
| Price: | Free | ||
| Rankings: | 0 | ||
| Reviews: | 0 Write a review | ||
| Comments: | 0 Add a comment | ||
| Lists: | 0 + 0 | ||
| Points: | 0 + 0 ¡ | ||
| Google Play | |||
Description
For our 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 Wise Wealth Advisors 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.
Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.
This application is free to download.
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Price History
- Today: Free
- Minimum: Free
- Maximum: Free
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Developer
- GeoWealth Management, LLC
- Platforms: Android Apps (10) iOS Apps (12)
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- Rankings: 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:
Contacts
- Website:
http://www.geowealth.com/
«Wise Wealth» 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 «Wise Wealth». Subscribe to this app or follow its RSS feed to get notified about future discounts or updates. AppAgg does not host applications or distribute software. All trademarks, logos and screenshots belong to their respective owners.
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