Vista Capital Partners

Finance

Free · Designed for iPad. Not verified for macOS.

See your complete financial picture and interact with your financial advisor Quickly find all the details you need about your investment portfolio. View summary and detailed reports via an interactive dashboard, access account documents, connect with your team, and get alerts all in one place. Top Features · Track your portfolio’s performance today and over time. · Access quarterly reports and account summaries in your secure Document Vault. · View your service team and easily contact them via phone or email. · Get notified when new documents and important announcements are posted to your portal.

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Improved features and removed bugs

The developer, Vista Capital Partners, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    • Vista Capital Partners Inc.
    Size
    • 68.4 MB
    Category
    • Finance
    Compatibility
    Requires iOS 10.0 or later.
    • iPhone
      Requires iOS 10.0 or later.
    • iPad
      Requires iPadOS 10.0 or later.
    • iPod touch
      Requires iOS 10.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Age Rating
    16+
    Copyright
    • © 2024 Vista Capital Partners, Inc.