ABC Wealth is made and published by
GeoWealth Management, LLC.
AppBrain is an independent app data site and isn't affiliated with GeoWealth Management, LLC.
The app name, icon, screenshots and description belong to GeoWealth Management, LLC and are shown as
published on the App Store.
About ABC Wealth
ABC Wealth is a finance app developed by GeoWealth Management, LLC.
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App Information
ABC Wealth is freely available from the App Store. The app size is 23.66 MB. The latest version available is 3.4.0. The last update was on July 30, 2024.
Technical Requirements
The app has a content rating of Everyone. The app has been available on the App Store since July 2017.
Description by GeoWealth Management, LLC(from the App Store)
ABC Wealth app is used to demonstrate the application capabilities of GeoWealth Management. For more information, please go to www.geowealth.com
ABC Wealth Management’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.
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 ABC Wealth Management 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.
Each subscription will automatically renew 3 days before the expiration date for
the same time period. Subscriptions can be cancelled at any time before the renewal.
