CG Wealth 360

Capital Asset Advisory Services LLC

About this app

Introducing Wealth 360! Our app makes it easier than ever before to manage your finances and grow your wealth. With a sleek and intuitive interface, you can easily access critical account data, view performance reporting, get in touch with your advisor, and much more. Our app is designed to make your life easier. With real-time account data integration, you're always up to date on your balances, investments, and any other relevant information. And with in-depth performance reporting, you can gain insights into your portfolio performance, receive personalized recommendations, and optimize your investments. /n Do you need to get in touch with your advisor or ask for financial advice? Our app makes it simple to connect with your advisor via messaging or phone. You can stay up to date on your financials while on the go, ensuring that you always have peace of mind that your finances are being looked after. /n The Wealth 360 app is highly secure and offers excellent user privacy measures. With 24/7 account monitoring and fraud detection, you can trust our app to keep your finances safe and secure. /n Our app provides an end-to-end solution for wealth management, ensuring that you never have to worry about managing your finances again. Download the app today and start taking control of your financial future like never before!

What’s new

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes