C.W. Deeds by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. This powerful combination ensures a transference of industry expertise, unlimited access to best-in-class investment solutions, and an expanded network of service providers.
Achieve more with our app, C.W. Deeds, which allows you to interact securely with your Crescent Wealth Advisor at a time and place that’s convenient to you. Other capabilities include:
– Receive instant mobile notifications on high-priority items
– Scan & upload documents and images directly from your device
– E-sign and download documents to your web or mobile device
– Connect and schedule meetings with the Crescent Wealth Advisory team via secure messaging and video conferencing capabilities.
Published Date: 19 Aug 2021
Operating System: Requires iOS 13.0 or later. Compatible with iPhone, iPad and iPod touch.
Author: Crescent Wealth Management, Inc.