Optimal Capital 4+
Optimal Capital Advisors, LLC
Designed for iPad
-
- Free
Screenshots
Description
This Mobile App is exclusively for clients of Optimal Capital Advisors, LLC. This is the mobile version of Optimal Capital's Client Portal (powered by Orion Advisor Technology) which provides clients the ability to access their investment holdings, portfolio performance, and much, much more.
What’s New
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
App Privacy
The developer, Optimal 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
Information
- Seller
- Optimal Capital Advisors, LLC
- Size
- 35.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 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.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Optimal Capital Advisors, LLC
- Price
- Free