ABC Wealth vs Plan Confidence Usage & Stats
ABC Wealth app is used to demonstrate the application capabilities of GeoWealth Management. For more information, please go to www.geowealth.com
ABC Wealth Management’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.
For our 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 ABC Wealth Management 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.
Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.
This application is free to download.
- Apple App Store
- Free
- Finance
Store Rank
- -
Protect your 401k plan with ongoing, professional advice!
There are currently 100,000,000+ hard-working Americans contributing to their retirement plans, just like you!
You deserve to manage your plan with confidence!
No more worry or confusion on where to invest within your retirement plan.
* ANY 401k, 403b, 457, TSP
* SAVE TIME
* CONTROL RISK
* GAIN CONFIDENCE
At PLAN CONFIDENCE CORP we know you want to confidently manage your retirement plan. The problem is that it has been hard to get ongoing, professional advice, which makes you feel frustrated!
We understand your frustration, which is why we offer anyone with a retirement plan, ongoing and professional advice.
We are dedicated to helping as many of the 100,000,000+ hard-working Americans as we can!
HOW WE DO IT:
* We use the available investment options within your plan*.
* The advice is custom tailored to your risk tolerance and current market conditions.
* You receive ongoing, professional advice for your plan for as long as you need it.
Plan Confidence Corporation is an "Internet Only" Registered Investment Advisor with the Securities Exchange Commission. P:312.373.0772
Information regarding our Registered Investment Advisor is provided in the form ADV part 2A. This document provides information about the firm, the services we offer, fees that are charged, and other significant details. If you would like to receive our most recent disclosure documents, go to PlanConfidence.com under "LEGAL STUFF."
- Apple App Store
- Free
- Finance
Store Rank
- -
ABC Wealth VS. 
Plan ConfidenceJanuary 17, 2025