Crescent Wealth Connect vs Oldfather Usage & Stats

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
  • Apple App Store
  • Free
  • Finance

Store Rank

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This Mobile App allows you to view account information, balances and easily contact your advisor. Client portal app for Oldfather Financial clients.
  • Apple App Store
  • Free
  • Finance

Store Rank

- -

Crescent Wealth Connect vs. Oldfather ranking comparison

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Crescent Wealth Connect VS.
Oldfather

December 19, 2024