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Crescent Harbor Private Wealth app for iPhone and iPad


4.2 ( 6112 ratings )
Finance
Developer: Fynancial, LLC
Free
Current version: 1.1.12, last update: 3 weeks ago
First release : 09 Jan 2025
App size: 52.21 Mb

The Crescent Harbor app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.

Crescent Harbor app Features for Clients:

-View Crescent Harbor newsfeed.

-Attend scheduled Zoom calls with your team.

-Communicate directly with your team via Direct Messenger.

-Gain insights into the market and various financial planning topics curated by Crescent Harbor .

-View Crescent Harbor News and Resources with a single click.

-Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team.

-Invite your family and friends to gain knowledge from professionals you trust.