ADVO by Advocus Private Wealth 4+

Summit Financial, LLC

Designed for iPad

    • Free

Screenshots

Description

Advocus Private Wealth is an independent advisory firm that partners with clients to protect family wealth and shape lasting legacies. We created our app, ADVO, exclusively for our clients.

ADVO provides a seamless experience from the convenience of your mobile device. Use ADVO to connect with our team and stay updated on your financial planning strategy in real time. With interactive capabilities such as secure messaging, private video conferencing, document sharing, e-signature, and more, ADVO provides you with a safe and efficient platform to conveniently and securely manage your wealth.

What’s New

Version 9.6.2

9.6.2 Version Update
- Performance Enhancement
- Bug Fixes

App Privacy

The developer, Summit Financial, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Contact Info
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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