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.