Screenshots

Description

Procapita Partners’ new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.

For our clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Procapita Partners and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.

This application is free to download.

What’s New

Version 2.0.10

Corrected App Description text

Information

Leverandør
GeoWealth Management, LLC
Size
14.8 MB
Category
Finans
Compatibility

Krever iOS 9.0 eller nyere. Kompatibel med iPhone, iPad og iPod touch.

Languages

Engelsk

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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