CreativeOne Wealth
CreativeOne 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.
AppBrain's verdict
- Last updated
- August 21, 2024
- Size
- 14.9 MB
User feedback
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Store listing
By GeoWealth Management, LLC, from the App Store
Description by GeoWealth Management, LLC Written by the developer, not by AppBrain. Click to read.
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.
Safety and technology
Found in the app by AppBrain- Price
- Free
- App size
- 14.9 MB
- Content rating
- Everyone
Technologies used by CreativeOne Wealth
Releases
Updates seen on the App Store- Version
- 3.4.0
- Launched
- June 2022
No changelog data
Alternatives
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Also available on Google Play
Rankings
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About the app and developer
About CreativeOne Wealth
CreativeOne Wealth is a business app developed by GeoWealth Management, LLC.
User Ratings
The app has no ratings yet.
App Information
CreativeOne Wealth is freely available from the App Store. The app size is 14.89 MB. The latest version available is 3.4.0. The last update was on August 21, 2024.
Technical Requirements
The app has a content rating of Everyone. The app has been available on the App Store since June 2022.
Developer information for GeoWealth Management, LLC
Address: