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Trails Edge Wealth

Trails Edge Wealth Advisers' app provides greater visibility into both clients' overall financial picture and Procapita's wealth advisory services

Trails Edge Wealth Advisers' app provides greater visibility into both clients' overall financial picture and Procapita's wealth advisory services

Trails Edge Wealth

by GeoWealth Management, LLC
Trails Edge Wealth
Trails Edge Wealth
Trails Edge Wealth

What is it about?

Trails Edge Wealth Advisers' app provides greater visibility into both clients' overall financial picture and Procapita's wealth advisory services.

Trails Edge Wealth

App Details

Version
3.3.1
Rating
NA
Size
18Mb
Genre
Finance Business
Last updated
September 25, 2020
Release date
May 4, 2020
More info

App Screenshots

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App Store Description

Trails Edge Wealth Advisers' app provides greater visibility into both clients' overall financial picture and Procapita's wealth advisory services.

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 Trails Edge Wealth Advisers 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.

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