Unvired Workflow for SAP vs CreativeOne Wealth

Unvired Workflow for SAP allows you to receive workflow documents like Purchase Orders, Purchase Requisitions, Leave Requests, Travel Requests, Travel Expenses, Claims, etc. on the mobile device as well as Apple Watch for user action. Users can take action on these documents from their iPhones, iPads and Apple Watch. Note that the Unvired Infrastructure Server component is required to connect to your own SAP landscape, please contact us to get the server component or to subscribe to a cloud service.

CreativeOne Wealth’s app provides greater visibility into both clients' overall financial picture and CreativeOne Wealth’s wealth advisory services. For clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for CreativeOne Wealth and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. This application is free to download.