Crown Point Wealth Advisors 4+
CPWA, LLC
Designed for iPad
-
- Free
Screenshots
Description
Experience the future of wealth management with the Crown Point Wealth Advisors mobile app. Now, managing your finances is easier than ever:
Account Information: Access real-time updates on your portfolio, investment performance, and account balances, all in one place.
Direct Communication: Seamlessly connect with your advisors through built-in messaging and calling features, ensuring prompt and personalized service.
Fund Transfers: Transfer funds securely between accounts with just a few taps, ensuring your financial decisions are executed swiftly.
With the Crown Point Wealth Advisors app, your portfolio is at your fingertips, empowering you to stay informed and in control, wherever you go. Download now and unlock the power of personalized wealth management.
What’s New
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
App Privacy
The developer, CPWA, 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:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Crown Point Wealth Advisors
- Size
- 39.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 CPWA, LLC
- Price
- Free