CORE Wealth Advisors

Business

Free · Designed for iPad

The CORE Wealth app provides secure and convenient access to your CORE Wealth Advisor and our client services team. The digital platform is a single point of contact tailored to your investment and financial planning requests, conveniently accessible from your mobile device or desktop. Interactive features include secure messaging, file sharing, video conferencing, calendar management, and more.

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10.6.1 Version Update - Performance Enhancement - Bug Fixes

The developer, CORE Wealth Advisors, 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, for example, based on the features you use or your age. Learn More

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

  • Seller
    • CORE Wealth Advisors, Inc.
  • Size
    • 144.3 MB
  • Category
    • Business
  • Compatibility
    Requires iOS 14.0 or later.
    • iPhone
      Requires iOS 14.0 or later.
    • iPad
      Requires iPadOS 14.0 or later.
    • iPod touch
      Requires iOS 14.0 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.
  • Languages
    English and 21 more
    • English, Arabic, Bosnian, Bulgarian, Croatian, Dutch, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Malay, Portuguese, Romanian, Russian, Simplified Chinese, Spanish, Thai, Traditional Chinese, Vietnamese
  • Age Rating
    4+
  • Copyright
    • © 2022 CORE Wealth Advisors, Inc