Master Plan Retirement Consult

3.4.1

GeoWealth Management, LLC

0.00

0 reviews

5+
Downloads

Free

Master Plan

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iOS version

About Master Plan Retirement Consult

Master Plan Retirement Consult is a finance app developed by GeoWealth Management, LLC.

Download Statistics

Master Plan Retirement Consult has been downloaded 6 times. In the last 30 days, the app was downloaded 0 times.

User Ratings

The app has no ratings yet.

App Information

Master Plan Retirement Consult is FREE to download. The APK download size is 10.01 MB. The latest version available is 3.4.1. The last update was on July 9, 2025.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play September 2020.

Description

Master Plan Retirement Consultants' app provides greater visibility into both clients' overall financial picture and Master Plan Retirement Consultants' 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 Master Plan Retirement Consultants 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.

Recent changes:
Reliability improvements

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More data about Master Plan Retirement Consult

Price	Free to download
Total downloads	6
Recent downloads	0
Rating	No ratings
Ranking	Not ranked
Version	3.4.1
APK size	10.0 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

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Alternative downloads for the Master Plan Retirement Consult app

Master Plan Retirement Consult compared with similar apps

Common keywords of similar apps

Master Consultants Lets Consolidated Holdings Household Plan Retirement App Clients Wealth View Accounts

Keywords missing from this app

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Downloads over time

Master Plan Retirement Consult has been downloaded 6 times. Over the past 30 days, it has been downloaded 0 times.

Changelog of Master Plan Retirement Consult

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Developer information for GeoWealth Management, LLC

GeoWealth Management, LLC

development@geowealth.com

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Google Play Rankings for Master Plan Retirement Consult

This app is not ranked

Technologies used by Master Plan Retirement Consult

Master Plan Retirement Consult is requesting 11 permissions and we don't have library information (yet).
Show details

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