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.
More1.81
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
More1.78
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
More1.77
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
More1.76
January 20, 2024
* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes
More1.75
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.
More1.73
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
More1.67
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
MoreYes, Crestwood Advisors is available for iPad users.
The Crestwood Advisors app was made by Crestwood Advisors Group LLC.
Crestwood Advisors requires iOS 12.4 or later.
The overall user rating of the Crestwood Advisors app is 5.
Crestwood Advisors Relates To The Finance App Genre.
1.82 is the most recent version of the Crestwood Advisors app.
October 6, 2024 is the date of the latest update of the Crestwood Advisors app.
Crestwood Advisors officially launched on February 5, 2023.
Crestwood Advisors is considered child-appropriate and rated Crestwood Advisors Group LLC.
The following list of languages is supported by the Crestwood Advisors app: English.
Sorry, Crestwood Advisors is not part of Apple Arcade.
Sorry, there are no in-app purchases available in Crestwood Advisors.
No, Crestwood Advisors does not provide support for Apple Vision Pro.
No, Crestwood Advisors does not display any ads.