# Crescent Wealth Connect

> Financial aggregation, reporting, and communication platform for asset management clients. (iPhone/iPad app by Crescent Wealth Management, Inc..)

- Source: https://appshunter.io/ios/app/crescent-wealth-connect/id6446124524 (this page in markdown: same URL + `.md`)
- Developer: [Crescent Wealth Management, Inc.](https://appshunter.io/developer/1580715759)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2023-04-25
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/crescent-wealth-connect/id6446124524/reviews.md

## What is Crescent Wealth Connect?

Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Taking all the power of the Client Experience and put it in our clients' hands wherever they go. The mobile and tablet app includes a home screen with a breakdown of a client's accounts, account aggregation, dynamic reporting content, advisor team connection, and vault. Items include:

• Networth breakdown by account, including held-away assets
• Current and past performance reporting
• Realized and Unrealized Gains/Loss analysis
• Transaction details 
• Vault containing statements and important documents
• Team interaction for meetings and communications

## Key features

- Net worth breakdown
- Performance reporting
- Gains/Loss analysis
- Transaction details
- Secure document vault
- Advisor team communication


## Frequently asked questions about Crescent Wealth Connect

### 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.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Performance Enhancements
• Bug Fixes

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| --- | --- | --- | --- |
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| [Maxiom Wealth](https://appshunter.io/ios/app/maxiom-wealth/id6443719443) | — | Free | Finance |
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| [Security National 401(k) Plan](https://appshunter.io/ios/app/security-national-401k-plan/id1627296541) | 1.6 (8) | Free | Finance |

## More apps by Crescent Wealth Management, Inc.

- [C.W. Deeds by Crescent Wealth](https://appshunter.io/ios/app/cw-deeds-by-crescent-wealth/id1580715757)
- [Crescent Mobile](https://appshunter.io/ios/app/crescent-mobile/id1619365680)

All apps by Crescent Wealth Management, Inc.: https://appshunter.io/developer/1580715759

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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 2026-06-22.*