ProCore Advisors 4+

GeoWealth Management, LLC

Designed for iPad

    • 5.0 • 3 Ratings
    • Free



ProCore Advisors’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 ProCore Advisors 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 3.3.1

Multi Factor Authentication (MFA) and UI improvements

Ratings and Reviews

5.0 out of 5
3 Ratings

3 Ratings

Mark from Ca ,

Love it

Great app. Love checking my finances from my phone.

App Privacy

The developer, GeoWealth Management, LLC, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

More By This Developer


You Might Also Like