Type | Variant | ||||
---|---|---|---|---|---|
3.3.1 2020092401 APK | |||||
Size: 8.51 MB Certificate: 4a2038c9a2798bb24cc107246ce9ff3e690f68a9 SHA1 signature: c2c80dd4d13db38c61386b7c40e83b093a0b3cc5 Architecture: x86 Screen DPI: ldpi (120dpi), mdpi (160dpi), hdpi (240dpi), xhdpi (320dpi), xxhdpi (480dpi), xxxhdpi (640dpi) Device: laptop, phone, tablet |
Download Executive Wealth Management APK free
Executive Wealth Management mobile app
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.
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.
Show more
What´s new
Multi Factor Authentication (MFA) and UI improvements
More info
Updated in
2022-04-23
Size
8.51 MB
Current version
3.3.1
Requires Android
4.4 and up
Content Rating
Everyone
Offered By
GeoWealth Management, LLC
Developer [email protected]