StratCap
Finance
Free · Designed for iPad. Not verified for macOS.
A secure digital platform that gives clients real-time access to their financial accounts, allowing them to view current balances and historical account activity, track portfolio performance across multiple asset classes, monitor individual holdings and their allocation percentages, review transaction history including deposits, withdrawals, dividends, and trades, generate or download account statements and tax documents, and communicate directly with their financial advisor. The platform consolidates accounts held across different custodians or account types — such as IRAs, brokerage accounts, and retirement plans — into a single dashboard, providing a comprehensive view of one's overall financial picture.
Ratings & Reviews
The developer, Strategence Capital, 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:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Strategence Capital, LLC
- Size
- 63.6 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Strategence Capital