CreativeOne Securities

GeoWealth Management, LLC

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About this app

CreativeOne Securities' mobile app provides greater visibility into both clients' overall financial picture and CreativeOne Securities' wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for CreativeOne Securities and your Wealth Advisor
• And now with an improved interface and user experienceC1s

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.

What’s new

Reliability improvements