About
Access your investment portfolio, account details, and firm news on the go. Receive notifications for portfolio changes and new updates. This app offers a secure and intuitive way to manage your wealth management information.
What's New in SeaCrest Mobile
5.14.0
September 11, 2024
- 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
MoreFAQ
What can I do with SeaCrest Mobile?
SeaCrest Mobile allows you to view your portfolio valuation, account overviews, investment details, and firm news. You can also receive notifications for portfolio changes and new news feed posts.
Is SeaCrest Mobile secure?
Yes, the app is designed to provide a secure and convenient way for clients to access their wealth management information on the go.
How often is SeaCrest Mobile updated?
The app was last updated on September 11, 2024, with version 5.14.0, indicating regular maintenance and feature additions.
What devices is SeaCrest Mobile available on?
The app is available for mobile devices and is rated for ages 4 and up.
Can I see how my investments are performing?
Yes, you can view portfolio returns and compare them to benchmarks within the Accounts tab. The Overview tab also features an interactive graph of your portfolio value versus net amount invested.
Where can I find news from my firm?
You can access all the latest updates from your firm's News Feed and RSS Feed in the News tab. The Overview tab also displays the three most recent posts.
What is the user sentiment for SeaCrest Mobile?
Based on the provided data, the app has a perfect rating of 5.0 stars from 1 rating, suggesting a highly positive initial user experience.
Does SeaCrest Mobile have ads?
The provided data does not indicate the presence of advertisements within the SeaCrest Mobile app.
