Crescent Wealth Connect

Crescent Wealth Connect

by Crescent Wealth Management, Inc.

Free
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About Crescent Wealth Connect

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Developer of Crescent Wealth Connect

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Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Taking all the power of the Client Experience and put it in our clients' hands wherever they go. The mobile and tablet app includes a home screen with a breakdown of a client's accounts, account aggregation, dynamic reporting content, advisor team connection, and vault. Items include: • Networth breakdown by account, including held-away assets • Current and past performance reporting • Realized and Unrealized Gains/Loss analysis • Transaction details • Vault containing statements and important documents • Team interaction for meetings and communications
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What's New in Crescent Wealth Connect

1.83

October 12, 2024

* New Mobile Advisor push notifications * Enhanced in app alert messaging * Bug Fixes

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Alternatives to Crescent Wealth Connect

More Applications by Crescent Wealth Management, Inc.

FAQ

Does Crescent Wealth Connect work on iPad devices?

The Crescent Wealth Connect software is compatible with iPad devices.

Who launched the Crescent Wealth Connect app?

The creator of Crescent Wealth Connect is Crescent Wealth Management, Inc..

What is the minimum iOS version supported by Crescent Wealth Connect?

The minimum iOS requirement: 12.4.

How do users rate the app?

5: The Crescent Wealth Connect app gets a lot of positive feedback.

What genre of app is Crescent Wealth Connect?

The App Category Of The Crescent Wealth Connect App Is Finance.

Which version of the Crescent Wealth Connect app is the latest one?

The newest version of Crescent Wealth Connect is 1.83.

When did the last Crescent Wealth Connect update come out?

Crescent Wealth Connect released its latest update on December 11, 2024.

When did Crescent Wealth Connect get launched?

Crescent Wealth Connect was initially released on July 11, 2024.

What's the content advisory rating of the Crescent Wealth Connect app?

The Crescent Wealth Connect app is rated Crescent Wealth Management, Inc..

What languages is Crescent Wealth Connect available in?

Currently, the Crescent Wealth Connect app supports the following languages: English.

Is Crescent Wealth Connect part of the Apple Arcade lineup of games?

Sorry, Crescent Wealth Connect is not part of Apple Arcade.

Is Crescent Wealth Connect eligible for in-app purchases?

No, Crescent Wealth Connect is not eligible for in-app purchases.

Does Crescent Wealth Connect offer compatibility with Apple Vision Pro?

No, Crescent Wealth Connect does not offer compatibility with Apple Vision Pro.

Does Crescent Wealth Connect use ad-based monetization?

No, Crescent Wealth Connect does not use ad-based monetization.