GenTeck Connect Mobile vs Crownmark Wealth

With the GenTeck Connect Mobile Banking App, you can access your business's Genesis Bank accounts from anywhere, at any time. In the app,you’ll get immediate secure online banking access to view account balances, check account history, transfer funds, make mobile deposits usingyour phone’s camera, and more. To gain access to your account information from your mobile device, you must be enrolled in GenTeck Connect.GenTeck Mobile apps feature the same level of security as GenTeck Connect. For more information, visit www.mygenesisbank.com. AboutGenesis Bank: Genesis Bank is focused on serving the banking needs of small to mid-sized businesses, the owners of such businesses, businessprofessionals, and owners and investors of income-producing properties (including multifamily and commercial real estate). We are headquarteredin Southern California and serve Orange and Los Angeles counties, as well as the western portions of the Inland Empire. Genesis Bank is anEqual Housing Lender and Member FDIC. GenTeck is a service mark of Genesis Bank.*Standard mobile web fees may apply. Please contact yourmobile carrier for more information.

Crownmark Wealth is your personalized gateway to a comprehensive private wealth experience—powered by the cutting-edge capabilities of the Black Diamond® Wealth Platform. Designed for discerning individuals, families, and business owners, our app seamlessly integrates financial planning, investment oversight, and legacy strategy into a single, intuitive digital experience. Whether you're building generational wealth, managing multi-entity assets, or planning for retirement, Crownmark Wealth offers the clarity, confidence, and connectivity today’s elite wealth builders demand. With the Crownmark Wealth App, you can: - Monitor Portfolio Performance in Real Time Access detailed account data, performance reporting, and allocation insights with institutional-level transparency. - Stay Aligned with Your Financial Plan Review progress toward your goals, adjust strategies alongside your advisor, and stay agile in a changing market environment. - Centralize Your Wealth Universe View your entire financial picture—across custodians, entities, and family members—in one secure, unified platform. - Engage in Dynamic Estate & Legacy Planning Organize and update estate documents, visualize wealth transfer strategies, and collaborate with your advisor on family governance and next-generation education. - Communicate with Your Advisory Team Instantly Send secure messages, share documents, and schedule meetings—all directly through the app for unmatched responsiveness and peace of mind. Whether you’re overseeing complex financial holdings or simply want a modern, elegant way to stay connected to your wealth strategy, Crownmark Wealth delivers private office-level service and insight anytime, anywhere. This is not just another financial app. This is your private wealth experience, elevated.