Crescent Mobile

Crescent Wealth Advisory

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. This powerful combination ensures a transference of industry expertise, unlimited access to best-in-class investment solutions, and an expanded network of service providers. Achieve more with our app, Crescent Connect, which allows you to interact securely with your Crescent Wealth Advisor at a time and place that's convenient to you. Other capabilities include: - Receive instant mobile notifications on high-priority items - Scan & upload documents and images directly from your device - E-sign and download documents to your web or mobile device - Connect and schedule meetings with the Crescent Wealth Advisory team via secure messaging

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes