You are using an outdated browser. Please upgrade your browser to improve your experience.
Executive Wealth Management

Executive Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Executive Wealth Management's wealth advisory services

Executive Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Executive Wealth Management's wealth advisory services

Executive Wealth Management

by GeoWealth Management, LLC
Executive Wealth Management
Executive Wealth Management
Executive Wealth Management

What is it about?

Executive Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Executive Wealth Management's wealth advisory services.

Executive Wealth Management

App Details

Version
3.3.1
Rating
NA
Size
20Mb
Genre
Finance Business
Last updated
September 28, 2020
Release date
December 17, 2019
More info

App Screenshots

Executive Wealth Management screenshot-0
Executive Wealth Management screenshot-1
Executive Wealth Management screenshot-2
Executive Wealth Management screenshot-3
Executive Wealth Management screenshot-4
Executive Wealth Management screenshot-5
Executive Wealth Management screenshot-6

App Store Description

Executive Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Executive Wealth Management'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 Executive Wealth Management 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.

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.