Love it
Great app. Love checking my finances from my phone.
Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
Details
About
This application provides clients and wealth advisors with a consolidated view of financial accounts, performance returns, and holdings. It offers access to important documents and advisor contact information, enhancing financial visibility and management.
✓Consolidated account viewing
✓Up-to-date performance returns
✓Access to document vault
✓Household allocation by asset class
✓Advisor contact information
✓CRM calendar for advisors
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What's New in ProCore Advisors
3.3.1
September 30, 2020
Multi Factor Authentication (MFA) and UI improvements
User reviews
Developer apps
FAQ
What can clients do with ProCore Advisors?
Clients can view their accounts in a consolidated manner, see up-to-date performance returns and holdings, access their document vault for statements, and view household allocation by asset class. They can also find details and contact information for ProCore Advisors and their assigned Wealth Advisor.
What features are available for Wealth Advisors in ProCore Advisors?
Wealth Advisors can search within their clients, see a consolidated view of accounts, portfolios, and holdings, and review their upcoming CRM calendar either as a whole or by client. The app is enhanced for both clients and advisors.
How do I log in to ProCore Advisors?
Clients can use the same login and password that they set up for the online client portal. If you haven't set up online client portal access or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.
Is ProCore Advisors secure?
While specific security measures are not detailed, the app allows clients to use their existing secure login credentials from the online client portal, suggesting a focus on account security. For detailed security protocols, it's best to consult with your Wealth Advisor.
What devices does ProCore Advisors support?
ProCore Advisors is available on iPhone, iPad, iPod, and Apple Watch, offering a comprehensive experience across multiple Apple devices. This ensures users can access their financial information conveniently.
How often is ProCore Advisors updated?
The latest version of ProCore Advisors is 3.3.1, which was last updated on September 30, 2020. While this indicates a past update, users should check the app store for the most recent release information and potential new features or improvements.
What is the user sentiment for ProCore Advisors?
ProCore Advisors has received an average rating of 5.0 stars from 3 ratings. This indicates a very positive reception from its current user base, suggesting high satisfaction with its features and performance.
Does ProCore Advisors have ads?
The provided data does not indicate that ProCore Advisors contains advertisements. It is described as free to download and does not mention any ad-supported features.
