# Crown Point Wealth Advisors

> Crown Point Wealth Advisors (iPhone/iPad app by Crown Point Wealth Advisors.)

- Source: https://appshunter.io/ios/app/crown-point-wealth-advisors/id6661013952 (this page in markdown: same URL + `.md`)
- Developer: [Crown Point Wealth Advisors](https://appshunter.io/developer/1764608156)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2024-08-24
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/crown-point-wealth-advisors/id6661013952/reviews.md

## What is Crown Point Wealth Advisors?

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.


## Version history (last 3 releases)

### 5.19.0 — 2025-05-28

- 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

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.13.3 — 2024-08-24

No release notes.

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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 2026-05-17.*