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.
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.
Description by GeoWealth Management, LLC(from the App Store)
CreativeOne Wealth’s app provides greater visibility into both clients' overall financial picture and CreativeOne Wealth’s 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 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.
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.