| Type | Variant | ||||
|---|---|---|---|---|---|
3.3.3 2021110801 APK | |||||
Size: 8.02 MB Certificate: c737279c9ebf47eb4e4ed03ff21252f32559c9c2 SHA1 signature: 5f4e8d3b97626ecd01a352ce3578303102e892fd Architecture: x86 Screen DPI: ldpi (120dpi), mdpi (160dpi), hdpi (240dpi), xhdpi (320dpi), xxhdpi (480dpi), xxxhdpi (640dpi) Device: laptop, tablet, phone | |||||
3.3.3 2021110801 XAPK | |||||
Size: 7.44 MB XAPK: 8.23 MB Certificate: c737279c9ebf47eb4e4ed03ff21252f32559c9c2 SHA1 signature: 91736743768c692ce3df47d478803df6843339e7 Architecture: universal Screen DPI: ldpi (120dpi), mdpi (160dpi), tvdpi (213dpi), hdpi (240dpi), xhdpi (320dpi), xxhdpi (480dpi), xxxhdpi (640dpi) Device: phone | |||||
Download Client One APK free
ClientOne's app provides greater visibility into your accounts at ClientOne
ClientOne Securities’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 ClientOne 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.
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.
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 ClientOne 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.
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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What´s new
Multi Factor Authentication improvements. Bug fix
More info
Updated in
2022-03-30
Size
8.02 MB
Current version
3.3.3
Requires Android
5.1 and up
Content Rating
Everyone
Offered By
GeoWealth Management, LLC
Developer [email protected]
APKs installer
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