SeaCrest Mobile
iOS app by Seacrest Wealth Management, LLC. Finance · Seacrest Wealth Management, LLC
- Store rating
- 5 / 5
- Store rating count
- 1
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 5.14.0
- Listing last refreshed
- 2026-09-13
View the original store listing
Store description excerpt
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 no
Review coverage
AppRill has captured 0 reviews for this app. This is a collected sample, separate from the store rating count. Latest review capture: Not captured yet.
Recent captured chart positions
No chart positions have been captured for this app yet.
Chart position, rating count and review coverage do not establish downloads, revenue or profit. Understand the differences.