Cerro Pacific Wealth Advisors

Finance

Free · Designed for iPad

See your complete financial picture and interact with your financial advisor This Cerro Pacific Wealth Advisors app provides a dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard that provides a wholistic snapshot of your finances • Dynamic portfolio reports with current investment information • Document vault for securely viewing files from your Cerro Pacific team • And more!

Ratings & Reviews

  • 5.0
    out of 5
    4 Ratings

Updated features and removed bugs

Version 2.0.1254759

The developer, Cerro Pacific Wealth Advisors, 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 Not Collected

    The developer does not collect any data from this app.

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

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Seller
      • Cerro Pacific Wealth Advisors LLC
    • Size
      • 68.6 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 10.0 or later.
      • iPhone
        Requires iOS 10.0 or later.
      • iPad
        Requires iPadOS 10.0 or later.
      • iPod touch
        Requires iOS 10.0 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.
    • Age Rating
      16+
    • Copyright
      • © 2024 Cerro Pacific Wealth Advisors LLC
  • Developer Website
  • Privacy Policy
  • License Agreement

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