Crestwood Advisors

Crestwood Advisors

Free
Rating summary
4
0
0
0
0

Details about Crestwood Advisors

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Developer of Crestwood Advisors

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Version History of Crestwood Advisors

1.82

September 10, 2024

* Optimized the Planning Space for better performance and faster speeds. * Refined the login screen to create a smoother user experience. * Added support for Principal and Income in the Transaction Card feature.

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1.81

July 27, 2024

* Investors will now have the ability to view their Insurance information from their mobile experience * Stability and performance improvements

1.80

June 8, 2024

* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability

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1.78

April 22, 2024

* Improved the activity summary chart located in the account details * Updated Allocation Dashboard logic for a consistent experience * Enhanced the Dashboard: Gain/Loss performance and stability

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1.77

March 9, 2024

* Updating advisor login interface featuring an improved navigation menu * Improving advisor communication through the introduction of Timeline and Vault functionalities * Enhancing advisor navigation for seamless transitions between various clients

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1.76

January 20, 2024

* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes

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1.75

December 9, 2023

* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard

1.74

October 28, 2023

* RightCapital financial planning integration available for the mobile app. * Innotrust statement integration now supported within the client’s vault. * Improved performance and stability within the Dashboard section of the app.

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1.73

September 17, 2023

* Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins

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1.67

April 22, 2023

Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks. Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users. Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience

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Price History of Crestwood Advisors

Description of Crestwood Advisors

The Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format. Requirements: You need to be a Crestwood Advisors wealth management client that has been authorized for the phone application. If you would like to request access, please contact a member of your Crestwood Advisors wealth management team.

Crestwood Advisors: FAQ

Is Crestwood Advisors compatible with iPad devices?

Yes, Crestwood Advisors is available for iPad users.

Who is the developer of Crestwood Advisors?

The Crestwood Advisors app was made by Crestwood Advisors Group LLC.

What is the minimum iOS version supported by Crestwood Advisors?

Crestwood Advisors requires iOS 12.4 or later.

How do users rate the app?

The overall user rating of the Crestwood Advisors app is 5.

What is the category of the Crestwood Advisors app?

Crestwood Advisors Relates To The Finance App Genre.

What Crestwood Advisors application version is the current one?

1.82 is the most recent version of the Crestwood Advisors app.

What is the date of the latest Crestwood Advisors update?

October 6, 2024 is the date of the latest update of the Crestwood Advisors app.

When did the Crestwood Advisors app come out?

Crestwood Advisors officially launched on February 5, 2023.

What age is suitable for the Crestwood Advisors app?

Crestwood Advisors is considered child-appropriate and rated Crestwood Advisors Group LLC.

What languages are available on Crestwood Advisors?

The following list of languages is supported by the Crestwood Advisors app: English.

Is Crestwood Advisors featured among Apple Arcade's game offerings?

Sorry, Crestwood Advisors is not part of Apple Arcade.

Does Crestwood Advisors contain in-app purchases?

Sorry, there are no in-app purchases available in Crestwood Advisors.

Does Crestwood Advisors provide support for Apple Vision Pro?

No, Crestwood Advisors does not provide support for Apple Vision Pro.

Does Crestwood Advisors display any ads?

No, Crestwood Advisors does not display any ads.

Screenshots of Crestwood Advisors

Crestwood Advisors screenshot #1 for iPhone
Crestwood Advisors screenshot #2 for iPhone
Crestwood Advisors screenshot #3 for iPhone
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