Description
The app offers a user-friendly platform that allows clients to access their investment portfolio
and stay informed with timely content on market trends and financial planning topics.
Curio Wealth Features for Clients:
View Curio Wealth newsfeed
Attend scheduled Zoom calls with your team
Access your Wealth Management Portal
View your investment portfolio performance reports
Communicate directly with your team via Direct Messenger
Gain insights into the market and various financial planning topics curated by Curio Wealth
View Curio Wealth Posts, Newsletters and Podcasts with a single
click
Receive alerts for upcoming review meetings, outstanding tasks and other scheduled
events with your team
Invite your family and friends to gain knowledge from professionals you trust