Capstone Financial Advisors
Finance
Free · Designed for iPad
See your complete financial picture and interact with your financial advisor.
The Capstone Client Portal provides clients with an interactive financial dashboard allowing them to view their complete financial picture anytime, anywhere. The Portal allows clients to access documents that Capstone regularly posts, such as quarterly invoices and tax returns; and view contact information for their advisor and support team—all in a safe and easy-to-use mobile app. At Capstone, we want you to feel empowered and confident about your financial decisions. This app can help.
TOP FEATURES
Interactive dashboard showing you your complete financial picture.
Dynamic reports with current investment information.
Document vault for securely viewing files from your wealth advisor.
And more!
Ratings & Reviews
Updated features and removed bugs.
The developer, Capstone Financial Advisors 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Capstone Financial Advisors Inc.
- Size
- 68.6 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+
- 16+
- Contains
Unrestricted Web Access
- Copyright
- © 2024 Capstone Financial Advisors Inc.