Features & Capabilities

Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Taking all the power of the Client Experience and put it in our clients' hands wherever they go. The mobile and tablet app includes a home screen with a breakdown of a client's accounts, account aggregation, dynamic reporting content, advisor team connection, and vault. Items include:

• Networth breakdown by account, including held-away assets • Current and past performance reporting • Realized and Unrealized Gains/Loss analysis • Transaction details • Vault containing statements and important documents • Team interaction for meetings and communications

User Growth & Download Statistics

App
By:
Crescent Wealth Management, Inc.
Rating:
5.00
(1)
Version:
1.95 Last updated: 2026-05-04
Version code:
885163895
Creation date:
2023-04-25
Compatible devices:
Size:
139.08MB
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-06
Compare stats and ranking:

Ranking

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Crescent Wealth Management, Inc.
Apple Apps Store
https://apps.apple.com/us/app/crescent-wealth-connect/id6446124524
Website:
https://www.crescentwealthadvisory.com/

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