CORE Wealth Advisors 4+

CORE Wealth Advisors, Inc.

Designed for iPad

    • Free

Screenshots

Description

The CORE Wealth app provides secure and convenient access to your CORE Wealth Advisor and our client services team. The digital platform is a single point of contact tailored to your investment and financial planning requests, conveniently accessible from your mobile device or desktop. Interactive features include secure messaging, file sharing, video conferencing, calendar management, and more.

What’s New

Version 9.6.2

9.6.2 Version Update
- Performance Enhancement
- Bug Fixes

App Privacy

The developer, CORE Wealth Advisors, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Contact Info
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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