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Calandra Wealth app for iPhone and iPad


4.4 ( 8384 ratings )
Business Finance
Developer: GeoWealth Management, LLC
Free
Current version: 3.3.1, last update: 1 year ago
First release : 04 Oct 2019
App size: 21.26 Mb

Calandra Wealth mobile app provides greater visibility into both clients overall financial picture and Calandras 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 Calandra 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.