You are using an outdated browser. Please upgrade your browser to improve your experience.
Crescent Wealth Connect

Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies

Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies

Crescent Wealth Connect

by Crescent Wealth Management, Inc.
Crescent Wealth Connect
Crescent Wealth Connect
Crescent Wealth Connect

What is it about?

Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Taking all the power of the Client Experience and put it in our clients' hands wherever they go. The mobile and tablet app includes a home screen with a breakdown of a client's accounts, account aggregation, dynamic reporting content, advisor team connection, and vault. Items include:

Crescent Wealth Connect

App Details

Version
1.83
Rating
(1)
Size
123Mb
Genre
Finance
Last updated
October 12, 2024
Release date
April 25, 2023
More info

App Store Description

Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Taking all the power of the Client Experience and put it in our clients' hands wherever they go. The mobile and tablet app includes a home screen with a breakdown of a client's accounts, account aggregation, dynamic reporting content, advisor team connection, and vault. Items include:

• Networth breakdown by account, including held-away assets
• Current and past performance reporting
• Realized and Unrealized Gains/Loss analysis
• Transaction details
• Vault containing statements and important documents
• Team interaction for meetings and communications

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.