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ProCore Advisors for iOS

Developer's Description

ProCore Advisorss 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 havent 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.

Full Specifications

What's new in version 2.0.7


Release February 22, 2020
Date Added February 22, 2020
Version 2.0.7

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.


Total Downloads 0
Downloads Last Week 0
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