Screenshots

Description

ChangePath’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 ChangePath 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.

What’s New

Version 2.0.7

Touch/Face ID bug fix

Ratings and Reviews

3.0 out of 5
1 Rating

1 Rating

Information

Seller
GeoWealth Management, LLC
Size
21.3 MB
Category
Finance
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© GeoWealth Management, LLC
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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