PIP Wealth
CircleBlack, Inc.
No ratings yetFinanceAges 4+
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About this app
Our Mission is to partner with our clients to establish a long-term, value-added relationship. Our keys to providing this are: - Placing our client's interests first - Acting in an ethical and honest manner - Striving for excellence in every facet of our practice Our success is measured not only by performance statistics but also through our client's ability to achieve their wealth management goals.
What's new
Version 23.3.0 · Nov 17, 2023
Push Notifications: - When the PIP Wealth platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app. - Clicking the notification will take the client into the PIP Wealth mobile app. - Push notifications can be toggled on and off in the app’s settings.
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