About
This finance app facilitates secure communication and document management with your wealth advisor. It offers instant notifications, document scanning, e-signing, and meeting scheduling, all within a protected platform.
What's New in Crescent Mobile
5.5.2
September 6, 2023
Bug fixes and performance enhancements.
Developer apps
FAQ
What devices does Crescent Mobile support?
Crescent Mobile is available on iPhone, iPad, and iPod. It is designed to work across these Apple devices.
How secure is Crescent Mobile?
The app is designed as a secure platform for communication and document management with your Crescent Wealth Advisor. It ensures industry-standard protection for your financial information.
Can I upload documents to Crescent Mobile?
Yes, you can scan and upload documents and images directly from your device using Crescent Mobile. This makes sharing necessary paperwork with your advisor convenient.
Does Crescent Mobile allow for e-signing documents?
Yes, Crescent Mobile supports e-signing documents. You can also download these signed documents to your web or mobile device.
How often is Crescent Mobile updated?
The latest version of Crescent Mobile is 5.5.2, and it was last updated on September 6, 2023. Updates ensure the app remains functional and secure.
What is the age rating for Crescent Mobile?
Crescent Mobile has an age rating of 4+. This indicates it is suitable for a wide range of users.
Can I schedule meetings with my advisor through Crescent Mobile?
Yes, you can connect and schedule meetings with the Crescent Wealth Advisory team directly through the app via secure messaging.
Does Crescent Mobile have ads?
No, Crescent Mobile does not contain advertisements. The app is free to download and use without interruptions from ads.
