Pallas Capital

Finance

Free · Designed for iPad

Welcome to the Pallas Capital Advisors mobile application, where users have access to their portfolio data in a simple, stylish interface. This app provides an intuitive financial dashboard of your finances, document vault, and interactive reports - all in a secure and easy-to-use mobile app. TOP FEATURES - Interactive Dashboard showing you your comprehensive financial picture - A snapshot of your total portfolio on a combined basis or by individual accounts - Dynamic reports with current investment information - Document Vault for securely sending and receiving files Users of this app must first contact their advisor for login credentials

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

Version 5.14.0

The developer, Pallas Capital Advisors, 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 Linked to You

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

    • Usage Data

  • Data Not Linked to You

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

    • Identifiers
    • Diagnostics

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

Accessibility

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

Information

  • Seller
    • Pallas Capital Advisors, LLC
  • Size
    • 39.4 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 13.4 or later.
    • iPhone
      Requires iOS 13.4 or later.
    • iPad
      Requires iPadOS 13.4 or later.
    • iPod touch
      Requires iOS 13.4 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.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2024 Pallas Capital Advisors, LLC
  • Developer Website
  • Privacy Policy

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