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Epic Trust

Epic Trust’s new and improved mobile application gives greater visibility into your overall financial picture

Epic Trust’s new and improved mobile application gives greater visibility into your overall financial picture

Epic Trust

by GeoWealth Management, LLC
Epic Trust
Epic Trust
Epic Trust

What is it about?

Epic Trust’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.

Epic Trust

App Details

Version
2.0.7
Rating
NA
Size
16Mb
Genre
Finance
Last updated
October 18, 2018
Release date
October 18, 2018
More info

App Screenshots

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App Store Description

Epic Trust’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.

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 Epic Trust Investment Advisors 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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