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 8, 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 12, 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
More1.71
July 29, 2023
* Updated notification bell to provide an easier experience * Improved loading screen to provide better clarity * Enhanced mobile web to better support teams * Dashboard and subsequent cards now supports improve as of date logic
MoreThe Crescent Wealth Connect software is compatible with iPad devices.
The creator of Crescent Wealth Connect is Crescent Wealth Management, Inc..
The minimum iOS requirement: 12.4.
5: The Crescent Wealth Connect app gets a lot of positive feedback.
The App Category Of The Crescent Wealth Connect App Is Finance.
The newest version of Crescent Wealth Connect is 1.82.
Crescent Wealth Connect released its latest update on September 15, 2024.
Crescent Wealth Connect was initially released on July 11, 2024.
The Crescent Wealth Connect app is rated Crescent Wealth Management, Inc..
Currently, the Crescent Wealth Connect app supports the following languages: English.
Sorry, Crescent Wealth Connect is not part of Apple Arcade.
No, Crescent Wealth Connect is not eligible for in-app purchases.
No, Crescent Wealth Connect does not offer compatibility with Apple Vision Pro.
No, Crescent Wealth Connect does not use ad-based monetization.