# CreativeOne Securities

> CreativeOne Securities (iPhone/iPad app by GeoWealth Management, LLC.)

- Source: https://appshunter.io/ios/app/creativeone-securities/id1628908107 (this page in markdown: same URL + `.md`)
- Developer: [GeoWealth Management, LLC](https://appshunter.io/developer/1230133284)
- Category: Business, Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 13.0 · 15 MB
- Languages: English
- Released: 2022-06-15
- Data updated: 2026-05-16
- User reviews in markdown: https://appshunter.io/ios/app/creativeone-securities/id1628908107/reviews.md

## What is CreativeOne Securities?

CreativeOne Securities’ app provides greater visibility into both clients' overall financial picture and CreativeOne Securities’ wealth advisory services.

For clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for CreativeOne Securities and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

This application is free to download.


## Version history (last 2 releases)

### 3.4.0 — 2024-08-21

Reliability improvements

### 3.3.5 — 2022-06-15

No release notes.

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All apps by GeoWealth Management, LLC: https://appshunter.io/developer/1230133284

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-16.*