Free
About
The Cassady Wealth and Retirement Planning mobile app allows clients to view their investments, financial planning information, account documentation, as well as easily contact your advisor.
What's New in Cassady Wealth
5.19.0
May 28, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
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