Seacrest Wealth Management Client Mobile App provides clients with easy access to the most common features from their portal. This includes a portfolio valuation, an overview of their accounts and investments, access to News Feed posts that your firm creates, and more. Clients can also receive notifications when their portfolio changes or when new posts are added to the News Feed. The app is designed to be user-friendly and intuitive, allowing clients to easily navigate to the information they need. With the Seacrest Wealth Management Mobile App, clients will have a secure and convenient way to access their wealth management information on the go. Download the app today and start taking advantage of all the features it has to offer!
Overview tab is the landing page for the Seacrest Wealth Management Mobile Client App. It displays an interactive graph of the client's Portfolio Value versus Net Amount Invested. The user can update the time interval for the graph directly below using the timeframe buttons such as YTD, QTD, 2023, etc. The Accounts section below the graph displays the total value of each category that is a part of the client's portfolio including Cash, Investments, Credit, and Net Worth. Towards the bottom of this tab, the three most recent posts from your firm's News Feed are shown.
(Within the advisor's version of the app, there is an option to impersonate a client in order to view information that pertains specifically to that client. To do this, start by clicking profile icon in the upper right corner on the Overview tab, and select the applicable client.)
Accounts tab is your go-to for information about all the accounts linked to the client portal. It's user-friendly and easy to navigate. Simply click on an account and you'll be able to see a breakdown of that account, including the Portfolio Summary, Asset Allocation, Portfolio Return, and Transaction Summary. Additionally, click on any of those items and you'll be taken to more specific details. For example, if you click on Portfolio Return for an investment account, you'll see how it's performing compared to the benchmarks. It's as simple as that!
News tab is your one-stop-shop for all the latest updates from your firm's News Feed and RSS Feed. While the Overview tab shows the three most recent posts, the News tab has them all. You'll find meeting reminders, important market updates, and more all in one place, just like the image attached. These posts are all created through the Client Experience App in Orion Connect, so you can trust that the information is accurate and up-to-date. Stay informed and on top of things with the News tab.
Notifications tab is where you'll find all the updates from your News Feed or RSS Feed. When a new post is created, you'll receive a push notification letting you know. All the notifications are collected in this tab so you can easily keep track of them. You can click on a notification to mark it as read, dismiss it or even turn off notifications for a specific topic. If you want to customize your notification settings even more, just head over to the Settings in the Menu tab. It's that simple! Stay informed and in control with the Notifications tab.
Menu tab is your command center for managing your account and staying organized. You can schedule appointments with your advisor, access your documents and statements from the Document Vault, and customize your mobile app settings for security and notifications. Plus, you'll find all your firm's important legal documents, such as the Disclosure, Terms of Service, and Privacy Policy, all in one place for easy reference. Streamline your experience and stay in control with the Menu tab.
About:
SeaCrest Wealth Management: We take the time to understand your unique goals before recommending any strategy or solution. Whether it's funding retirement, wealth transfer, or impacting a cause, our knowledge helps craft the right financial plan for you.
Overview tab is the landing page for the Seacrest Wealth Management Mobile Client App. It displays an interactive graph of the client's Portfolio Value versus Net Amount Invested. The user can update the time interval for the graph directly below using the timeframe buttons such as YTD, QTD, 2023, etc. The Accounts section below the graph displays the total value of each category that is a part of the client's portfolio including Cash, Investments, Credit, and Net Worth. Towards the bottom of this tab, the three most recent posts from your firm's News Feed are shown.
(Within the advisor's version of the app, there is an option to impersonate a client in order to view information that pertains specifically to that client. To do this, start by clicking profile icon in the upper right corner on the Overview tab, and select the applicable client.)
Accounts tab is your go-to for information about all the accounts linked to the client portal. It's user-friendly and easy to navigate. Simply click on an account and you'll be able to see a breakdown of that account, including the Portfolio Summary, Asset Allocation, Portfolio Return, and Transaction Summary. Additionally, click on any of those items and you'll be taken to more specific details. For example, if you click on Portfolio Return for an investment account, you'll see how it's performing compared to the benchmarks. It's as simple as that!
News tab is your one-stop-shop for all the latest updates from your firm's News Feed and RSS Feed. While the Overview tab shows the three most recent posts, the News tab has them all. You'll find meeting reminders, important market updates, and more all in one place, just like the image attached. These posts are all created through the Client Experience App in Orion Connect, so you can trust that the information is accurate and up-to-date. Stay informed and on top of things with the News tab.
Notifications tab is where you'll find all the updates from your News Feed or RSS Feed. When a new post is created, you'll receive a push notification letting you know. All the notifications are collected in this tab so you can easily keep track of them. You can click on a notification to mark it as read, dismiss it or even turn off notifications for a specific topic. If you want to customize your notification settings even more, just head over to the Settings in the Menu tab. It's that simple! Stay informed and in control with the Notifications tab.
Menu tab is your command center for managing your account and staying organized. You can schedule appointments with your advisor, access your documents and statements from the Document Vault, and customize your mobile app settings for security and notifications. Plus, you'll find all your firm's important legal documents, such as the Disclosure, Terms of Service, and Privacy Policy, all in one place for easy reference. Streamline your experience and stay in control with the Menu tab.
About:
SeaCrest Wealth Management: We take the time to understand your unique goals before recommending any strategy or solution. Whether it's funding retirement, wealth transfer, or impacting a cause, our knowledge helps craft the right financial plan for you.
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