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CreativeOne Securities

CreativeOne Securities’ app provides greater visibility into both clients' overall financial picture and CreativeOne Securities’ wealth advisory services

CreativeOne Securities’ app provides greater visibility into both clients' overall financial picture and CreativeOne Securities’ wealth advisory services

CreativeOne Securities

by GeoWealth Management, LLC
CreativeOne Securities
CreativeOne Securities
CreativeOne Securities

What is it about?

CreativeOne Securities’ app provides greater visibility into both clients' overall financial picture and CreativeOne Securities’ wealth advisory services.

CreativeOne Securities

App Details

Version
3.4.0
Rating
NA
Size
15Mb
Genre
Business Finance
Last updated
August 21, 2024
Release date
June 15, 2022
More info

App Screenshots

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App Store Description

CreativeOne Securities’ app provides greater visibility into both clients' overall financial picture and CreativeOne Securities’ 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 CreativeOne Securities 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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