What is Ausperity Private Wealth:
Ausperity Private Wealth is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Ausperity Private Wealth enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone.
Who is Ausperity Private Wealth for:
Clients of our Advisors may use this app. Clients must also have an online account to use Ausperity Private Wealth.
Ausperity Private Wealth Features for Clients:
- View your Firm's newsfeed
- Attend scheduled Zoom calls with your Financial Advisor
- Communicate privately with your Financial Advisor via DMs
- Invite your kids and grandkids to learn from professionals that you trust
Please Note: Ausperity Private Wealth is a companion app for Registered Investment Advisor professionals, that use the Ausperity Private Wealth web platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.
Navigate your financial journey with ease using the Ausperity Private Wealth app