PIP Wealth 4+

CircleBlack, Inc.

Designed for iPad

    • Free

Screenshots

Description

Our Mission​ is to partner with our clients to establish a long-term, value-added relationship. Our keys to providing this are:

- Placing our client's interests first
- Acting in an ethical and honest manner
- Striving for excellence in every facet of our practice

Our success is measured not only by performance statistics but also through our client's ability to achieve their wealth management goals.

What’s New

Version 23.3.0

Push Notifications:
- When the PIP Wealth platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the PIP Wealth mobile app.
- Push notifications can be toggled on and off in the app’s settings.

App Privacy

The developer, CircleBlack, 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 Not Collected

The developer does not collect any data from this app.

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

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Robertson Stephens
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Advanced Wealth Strategies Inc
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