C.W. Deeds by Crescent Wealth 4+

Crescent Wealth Management, Inc.

Designed for iPad

    • Free

Screenshots

Description

C.W. Deeds by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. This powerful combination ensures a transference of industry expertise, unlimited access to best-in-class investment solutions, and an expanded network of service providers.

Achieve more with our app, C.W. Deeds, which allows you to interact securely with your Crescent Wealth Advisor at a time and place that's convenient to you. Other capabilities include:

- Receive instant mobile notifications on high-priority items
- Scan & upload documents and images directly from your device
- E-sign and download documents to your web or mobile device
- Connect and schedule meetings with the Crescent Wealth Advisory team via secure messaging and video conferencing capabilities.

What’s New

Version 9.6.2

9.6.2 Version Update
- Performance Enhancement
- Bug Fixes

App Privacy

The developer, Crescent Wealth Management, Inc., 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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