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Experience the future of wealth management with the Crown Point Wealth Advisors mobile app. Now, managing your finances is easier than ever:
Account Information: Access real-time updates on your portfolio, investment performance, and account balances, all in one place.
Direct Communication: Seamlessly connect with your advisors through built-in messaging and calling features, ensuring prompt and personalized service.
Fund Transfers: Transfer funds securely between accounts with just a few taps, ensuring your financial decisions are executed swiftly.
With the Crown Point Wealth Advisors app, your portfolio is at your fingertips, empowering you to stay informed and in control, wherever you go. Download now and unlock the power of personalized wealth management.
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What's New in Crown Point Wealth Advisors
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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