Crestwood Advisors1.98.1 - App Store
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Publisher Description
The Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format.
Requirements: You need to be a Crestwood Advisors wealth management client that has been authorized for the phone application. If you would like to request access, please contact a member of your Crestwood Advisors wealth management team.
Version History • To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes 1.98.1 Sep 15 • Performance Improvements
• Bug Fixes 1.97 Aug 1 • Login Security Enhancements
• Performance Improvements
• Bug Fixes 1.96 Jun 13 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.95 May 4 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.94 Mar 7 • Updated vault experience
• Performance Enhancements
• Bug Fixes 1.93 Jan 17 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92.1 12/22/2025 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92 12/13/2025 * Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes 1.91 11/08/2025 * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes 1.90.1 09/13/2025 * Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes 1.89 07/26/2025 * Supportability and sustainability improvements
* Bug Fixes 1.88 06/07/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87.3 05/13/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87 04/29/2025 * New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements 1.86 03/08/2025 * Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements 1.85 01/18/2025 * Enhanced the Vault Statement user experience to provide easier paths.
* Custodial statements are now consolidated for easy viewing in the new Vault Statements section.
* Supportability and Sustainability enhancements. 1.84 12/21/2024 * New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes 1.83 10/12/2024 * Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature. 1.82 09/10/2024 * Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements 1.81 07/27/2024 * Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability 1.80 06/08/2024 * Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability 1.78 04/22/2024 * Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients 1.77 03/09/2024 * Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes 1.76 01/20/2024 * Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard 1.75 12/09/2023
About Crestwood Advisors
The company that develops Crestwood Advisors is Crestwood Advisors Group LLC. The latest version released by its developer is 1.98.1.
To install Crestwood Advisors on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Crestwood Advisors as malware if the download link is broken.
How to install Crestwood Advisors on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Crestwood Advisors is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Crestwood Advisors is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 1.98.1
posted on 2026-10-14
Version History • To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes 1.98.1 Sep 15 • Performance Improvements
• Bug Fixes 1.97 Aug 1 • Login Security Enhancements
• Performance Improvements
• Bug Fixes 1.96 Jun 13 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.95 May 4 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.94 Mar 7 • Updated vault experience
• Performance Enhancements
• Bug Fixes 1.93 Jan 17 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92.1 12/22/2025 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92 12/13/2025 * Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes 1.91 11/08/2025 * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes 1.90.1 09/13/2025 * Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes 1.89 07/26/2025 * Supportability and sustainability improvements
* Bug Fixes 1.88 06/07/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87.3 05/13/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87 04/29/2025 * New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements 1.86 03/08/2025 * Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements 1.85 01/18/2025 * Enhanced the Vault Statement user experience to provide easier paths.
* Custodial statements are now consolidated for easy viewing in the new Vault Statements section.
* Supportability and Sustainability enhancements. 1.84 12/21/2024 * New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes 1.83 10/12/2024 * Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature. 1.82 09/10/2024 * Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements 1.81 07/27/2024 * Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability 1.80 06/08/2024 * Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability 1.78 04/22/2024 * Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients 1.77 03/09/2024 * Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes 1.76 01/20/2024 * Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard 1.75 12/09/2023
version 1.98.1
posted on 2026-09-18
Version History • To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes 1.98.1 3d ago • Performance Improvements
• Bug Fixes 1.97 Aug 1 • Login Security Enhancements
• Performance Improvements
• Bug Fixes 1.96 Jun 13 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.95 May 4 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.94 Mar 7 • Updated vault experience
• Performance Enhancements
• Bug Fixes 1.93 Jan 17 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92.1 12/22/2025 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92 12/13/2025 * Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes 1.91 11/08/2025 * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes 1.90.1 09/13/2025 * Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes 1.89 07/26/2025 * Supportability and sustainability improvements
* Bug Fixes 1.88 06/07/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87.3 05/13/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87 04/29/2025 * New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements 1.86 03/08/2025 * Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements 1.85 01/18/2025 * Enhanced the Vault Statement user experience to provide easier paths.
* Custodial statements are now consolidated for easy viewing in the new Vault Statements section.
* Supportability and Sustainability enhancements. 1.84 12/21/2024 * New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes 1.83 10/12/2024 * Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature. 1.82 09/10/2024 * Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements 1.81 07/27/2024 * Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability 1.80 06/08/2024 * Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability 1.78 04/22/2024 * Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients 1.77 03/09/2024 * Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes 1.76 01/20/2024 * Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard 1.75 12/09/2023
version 1.97
posted on 2026-09-11
Version History • Performance Improvements
• Bug Fixes 1.97 Aug 1 • Login Security Enhancements
• Performance Improvements
• Bug Fixes 1.96 Jun 13 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.95 May 4 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.94 Mar 7 • Updated vault experience
• Performance Enhancements
• Bug Fixes 1.93 Jan 17 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92.1 12/22/2025 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92 12/13/2025 * Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes 1.91 11/08/2025 * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes 1.90.1 09/13/2025 * Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes 1.89 07/26/2025 * Supportability and sustainability improvements
* Bug Fixes 1.88 06/07/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87.3 05/13/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87 04/29/2025 * New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements 1.86 03/08/2025 * Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements 1.85 01/18/2025 * Enhanced the Vault Statement user experience to provide easier paths.
* Custodial statements are now consolidated for easy viewing in the new Vault Statements section.
* Supportability and Sustainability enhancements. 1.84 12/21/2024 * New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes 1.83 10/12/2024 * Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature. 1.82 09/10/2024 * Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements 1.81 07/27/2024 * Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability 1.80 06/08/2024 * Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability 1.78 04/22/2024 * Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients 1.77 03/09/2024 * Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes 1.76 01/20/2024 * Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard 1.75 12/09/2023 * RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app. 1.74 10/28/2023
version 1.96
posted on 2026-07-31
Version History • Login Security Enhancements
• Performance Improvements
• Bug Fixes 1.96 Jun 13 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.95 May 4 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.94 Mar 7 • Updated vault experience
• Performance Enhancements
• Bug Fixes 1.93 Jan 17 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92.1 12/22/2025 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92 12/13/2025 * Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes 1.91 11/08/2025 * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes 1.90.1 09/13/2025 * Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes 1.89 07/26/2025 * Supportability and sustainability improvements
* Bug Fixes 1.88 06/07/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87.3 05/13/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87 04/29/2025 * New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements 1.86 03/08/2025 * Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements 1.85 01/18/2025 * Enhanced the Vault Statement user experience to provide easier paths.
* Custodial statements are now consolidated for easy viewing in the new Vault Statements section.
* Supportability and Sustainability enhancements. 1.84 12/21/2024 * New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes 1.83 10/12/2024 * Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature. 1.82 09/10/2024 * Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements 1.81 07/27/2024 * Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability 1.80 06/08/2024 * Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability 1.78 04/22/2024 * Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients 1.77 03/09/2024 * Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes 1.76 01/20/2024 * Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard 1.75 12/09/2023 * RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app. 1.74 10/28/2023 * Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins 1.73 09/17/2023
version 1.95
posted on 2026-06-10
Version History • User login enhancements
• Performance Enhancements
• Bug Fixes 1.95 May 4 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.94 Mar 7 • Updated vault experience
• Performance Enhancements
• Bug Fixes 1.93 Jan 17 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92.1 12/22/2025 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92 12/13/2025 * Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes 1.91 11/08/2025 * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes 1.90.1 09/13/2025 * Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes 1.89 07/26/2025 * Supportability and sustainability improvements
* Bug Fixes 1.88 06/07/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87.3 05/13/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87 04/29/2025 * New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements 1.86 03/08/2025 * Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements 1.85 01/18/2025 * Enhanced the Vault Statement user experience to provide easier paths.
* Custodial statements are now consolidated for easy viewing in the new Vault Statements section.
* Supportability and Sustainability enhancements. 1.84 12/21/2024 * New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes 1.83 10/12/2024 * Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature. 1.82 09/10/2024 * Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements 1.81 07/27/2024 * Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability 1.80 06/08/2024 * Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability 1.78 04/22/2024 * Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients 1.77 03/09/2024 * Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes 1.76 01/20/2024 * Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard 1.75 12/09/2023 * RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app. 1.74 10/28/2023 * Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins 1.73 09/17/2023 Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks.
Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users.
Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience 1.67 04/22/2023
version 1.94
posted on 2026-03-07
• User login enhancements
• Performance Enhancements
• Bug Fixes
version 1.93
posted on 2026-01-17
• Updated vault experience
• Performance Enhancements
• Bug Fixes
version 1.90.1
posted on 2025-09-13
Sep 13, 2025
Version 1.90.1
* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
version 1.89
posted on 2025-07-26
Jul 26, 2025
Version 1.89
* Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes
version 1.88
posted on 2025-06-07
Jun 7, 2025
Version 1.88
* Supportability and sustainability improvements
* Bug Fixes
Disclaimer
Official App Store Link
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