About ProCore Advisors
ProCore Advisors’s 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...
ProCore Advisors’s 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 haven’t 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.
Sep 30, 2020
Version 3.3.1
Multi Factor Authentication (MFA) and UI improvements
Previous Versions
Here you can find the changelog of ProCore Advisors since it was posted on our website on 2023-09-06 18:54:40.
The latest version is 3.3.1 and it was updated on 2024-04-22 14:52:14. See below the changes in each version.
ProCore Advisors version 3.3.1
Updated At: 2020-09-30
Changes: Sep 30, 2020
Version 3.3.1
Multi Factor Authentication (MFA) and UI improvements
Disclaimer
Official App Store Link
We do not host ProCore Advisors on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
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