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Verity Investment Advisers’ new and improved mobile application gives greater visibility into your overall financial picture

Verity Investment Advisers

by GeoWealth Management, LLC

What is it about?

Verity Investment Advisers’ new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.

App Details

Version
2.0.8
Rating
NA
Size
20Mb
Genre
Finance Business
Last updated
May 1, 2019
Release date
April 30, 2019
More info

App Screenshots

App Store Description

Verity Investment Advisers’ 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 Verity Investment 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.

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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