Crescent Wealth Connect
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Downloads
Everyone
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About this app
Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Taking all the power of the Client Experience and put it in our clients' hands wherever they go. The mobile and tablet app includes a home screen with a breakdown of a client's accounts, account aggregation, dynamic reporting content, advisor team connection, and vault. Items include:
• Networth breakdown by account, including held-away assets
• Current and past performance reporting
• Realized and Unrealized Gains/Loss analysis
• Transaction details
• Vault containing statements and important documents
• Team interaction for meetings and communications
• Networth breakdown by account, including held-away assets
• Current and past performance reporting
• Realized and Unrealized Gains/Loss analysis
• Transaction details
• Vault containing statements and important documents
• Team interaction for meetings and communications
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Messages, Photos and videos and 4 others
Data is encrypted in transit
You can request that data be deleted
What’s new
* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
App support
About the developer
Timothy David Wyrobek
twyrobek@crescentwealthadvisory.com
United States
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