ProCore Advisors 3.3.1
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Free Version
Publisher Description
ProCore Advisors’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 ProCore Advisors 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.
Sep 30, 2020
Version 3.3.1
Multi Factor Authentication (MFA) and UI improvements
About ProCore Advisors
ProCore Advisors is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops ProCore Advisors is GeoWealth Management, LLC. The latest version released by its developer is 3.3.1.
To install ProCore Advisors on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2020-09-30 and was downloaded 1 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the ProCore Advisors as malware if the download link is broken.
How to install ProCore Advisors on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the ProCore Advisors is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After ProCore Advisors is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
