Crown Point Wealth Advisors

Crown Point Wealth Advisors

About this app

Experience the future of wealth management with the Crown Point Wealth Advisors mobile app. Now, managing your finances is easier than ever:

Account Information: Access real-time updates on your portfolio, investment performance, and account balances, all in one place.
Direct Communication: Seamlessly connect with your advisors through built-in messaging and calling features, ensuring prompt and personalized service.
Fund Transfers: Transfer funds securely between accounts with just a few taps, ensuring your financial decisions are executed swiftly.
With the Crown Point Wealth Advisors app, your portfolio is at your fingertips, empowering you to stay informed and in control, wherever you go. Download now and unlock the power of personalized wealth management.

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