Wise Wealth

3.4.0

GeoWealth Management, LLC

0.00

0 reviews

Free

Download from the App Store Android version

About Wise Wealth

Wise Wealth is an overall app developed by GeoWealth Management, LLC.

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App Information

Wise Wealth is FREE to download. The APK download size is 17.64 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 Google Play September 2017.

Description

Wise Wealth mobile app provides greater visibility into both clients' overall financial picture and Wise Wealth's wealth advisory services.

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 Wise 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.

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.

This application is free to download.

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More data about Wise Wealth

Price	Free to download
Rating	No ratings
Ranking	Not ranked
Version	3.4.0
App download size	17.6 MB
Suitable for	Everyone

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Changelog of Wise Wealth

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Developer information for GeoWealth Management, LLC

GeoWealth Management, LLC

Address:

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