Crestwood Advisors 1.83

Crestwood Advisors Group LLC – Freeware – iOS
out of 4 votes

The Crestwood Advisors mobile application provides wealth management clients with convenient access to the Black Diamond client portal. This platform enables users to view household and account information in a user-friendly and straightforward format, enhancing their overall experience.

It is important to note that access to the mobile application is restricted to authorized Crestwood Advisors wealth management clients. To request access, potential users are encouraged to reach out to a member of their dedicated wealth management team.

Overview

Crestwood Advisors is a Freeware software in the category Business developed by Crestwood Advisors Group LLC.

The latest version of Crestwood Advisors is 1.83, released on 12/27/2024. It was initially added to our database on 12/27/2024.

Crestwood Advisors runs on the following operating systems: iOS.

Users of Crestwood Advisors gave it a rating of 5 out of 5 stars.

Pros

Intuitive user interface that simplifies financial management tasks
Strong customer support with knowledgeable representatives
Robust features for portfolio management and financial analysis
Comprehensive reporting tools to track investments and performance
Customization options for reports and dashboards to meet individual client needs

Cons

Limited integration with third-party financial services or software
Some users may find the pricing structure to be on the higher side
Occasional technical issues reported during peak usage times
Learning curve for new users unfamiliar with financial software features
Mobile app may lack some functionalities available on the desktop version

Screenshots (Click to view larger)

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