CreativeOne Wealth

Features CreativeOne Wealth

CreativeOne Wealth’s Mobile app provides greater visibility into both clients overall financial picture and CreativeOne Wealth’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 CreativeOne Wealth and your Wealth Advisor • And now with an improved interface and user experienceFor 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.