CapAdv 4+

Capital Advisors Wealth Management, LLC

Designed for iPad

    • 5.0 • 5 Ratings
    • Free

Screenshots

Description

The Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface.

Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.

What’s New

Version 1.78

* 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

Ratings and Reviews

5.0 out of 5
5 Ratings

5 Ratings

App Privacy

The developer, Capital Advisors Wealth Management, LLC, 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 Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

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

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