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Advocus Private Wealth is an independent advisory firm that partners with clients to protect family wealth and shape lasting legacies

ADVO by Advocus Private Wealth

by Summit Financial, LLC
iPhone iPad
FREE in the App Store

What is it about?

Advocus Private Wealth is an independent advisory firm that partners with clients to protect family wealth and shape lasting legacies. We created our app, ADVO, exclusively for our clients.

App Details

Version
9.6.2
Rating
(1)
Size
120Mb
Genre
Business
Last updated
October 4, 2024
Release date
November 11, 2022
More info

App Screenshots

App Store Description

Advocus Private Wealth is an independent advisory firm that partners with clients to protect family wealth and shape lasting legacies. We created our app, ADVO, exclusively for our clients.

ADVO provides a seamless experience from the convenience of your mobile device. Use ADVO to connect with our team and stay updated on your financial planning strategy in real time. With interactive capabilities such as secure messaging, private video conferencing, document sharing, e-signature, and more, ADVO provides you with a safe and efficient platform to conveniently and securely manage your wealth.

Get it for FREE in the App Store
Disclaimer:
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