About
This platform integrates asset protection and management, offering clients direct access to their financial information on mobile and tablet devices. It provides a comprehensive overview of accounts, performance reports, transaction details, and a secure vault for important documents.
What's New in Crescent Wealth Connect
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
MoreDeveloper apps
FAQ
What is Crescent Wealth Connect?
Crescent Wealth Connect is an online platform that integrates asset protection and management, allowing clients to view their financial accounts, performance reports, and important documents on their mobile devices.
Is Crescent Wealth Connect secure?
The platform is designed to provide clients with direct access to their financial information, including a secure vault for statements and important documents, indicating a focus on data security.
What financial information can I see in Crescent Wealth Connect?
You can view your net worth breakdown by account, including held-away assets, current and past performance reporting, realized and unrealized gains/loss analysis, and transaction details.
Can I store documents in Crescent Wealth Connect?
Yes, the app includes a vault where you can store statements and other important financial documents for easy access.
How does Crescent Wealth Connect help me communicate with my advisor?
The platform facilitates team interaction for meetings and communications, allowing you to connect with your advisor team directly through the app.
What devices is Crescent Wealth Connect available on?
Crescent Wealth Connect is available on iPhone and iPad devices.
How often is Crescent Wealth Connect updated?
The latest version is 1.95, and the app was last updated on May 4, 2026, indicating a recent update.
Does Crescent Wealth Connect have ads?
No, Crescent Wealth Connect is free to download and does not contain advertisements.
