ABC Wealth
Free
3.3.8for iPhone, iPad and more
Age Rating
ABC Wealth Screenshots
About ABC Wealth
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.
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.
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What's New in the Latest Version 3.3.8
Last updated on Oct 17, 2023
Old Versions
Updated Terms of Use
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Version History
3.3.8
Oct 17, 2023
Updated Terms of Use
3.3.1
Sep 24, 2020
UI improvements
3.3.0
Sep 16, 2020
Implemented Multi Factor Authentication (MFA) improvements
2.0.7
Jul 5, 2018
Touch/Face ID bug fix
2.0.6
Jun 13, 2018
Performance & Bug fixes
Adding support for Advisors
Adding support for Advisors
1.1.4
Nov 17, 2017
Bug Fixes & Enhancements
1.1.1
Jul 28, 2017
ABC Wealth FAQ
Click here to learn how to download ABC Wealth in restricted country or region.
Check the following list to see the minimum requirements of ABC Wealth.
iPhone
Requires iOS 12.0 or later.
iPad
Requires iPadOS 12.0 or later.
iPod touch
Requires iOS 12.0 or later.
ABC Wealth supports English
