Executive Wealth Management
Executive Wealth Management 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
Rankings
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Competitors
Similar apps and more from GeoWealth Management, LLCAlternatives to Executive Wealth Management
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Also available on Google Play
Releases
Updates seen on the App Store- Version
- 3.4.0
- Launched
- December 2019
No changelog data
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Technology
Found in the app by AppBrain- Price
- Free
- App size
- 16.6 MB
- Content rating
- Everyone
Technologies used by Executive Wealth Management
About the app and developer
About Executive Wealth Management
Executive Wealth Management is a finance app developed by GeoWealth Management, LLC.
User Ratings
The app has no ratings yet.
App Information
Executive Wealth Management is freely available from the App Store. The app size is 16.61 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 December 2019.
Developer information for GeoWealth Management, LLC
Address:
Frequently asked questions about Executive Wealth Management
Is Executive Wealth Management free?
Yes. Executive Wealth Management is free on the App Store.
Is Executive Wealth Management still available?
Yes. Executive Wealth Management is on the App Store, and the last update we saw was on August 21, 2024.
How large is Executive Wealth Management?
Executive Wealth Management is 16.61 MB.
Is Executive Wealth Management suitable for children?
App Store rates the content of Executive Wealth Management as suitable for everyone.
Who made Executive Wealth Management?
Executive Wealth Management was developed by GeoWealth Management, LLC. It is listed in the finance category on the App Store.
What are the best alternatives to Executive Wealth Management?
People looking at Executive Wealth Management also look at these finance apps: Kedrec Mobile, Premier LOC, Bancorp Solutions, BNY Wealth Business Banking, My Mobile Bank.
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 Executive 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.
This application is free to download.