Description
The Crescent Harbor app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.
Crescent Harbor app Features for Clients:
-View Crescent Harbor newsfeed.
-Attend scheduled Zoom calls with your team.
-Communicate directly with your team via Direct Messenger.
-Gain insights into the market and various financial planning topics curated by Crescent Harbor .
-View Crescent Harbor News and Resources 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.