Capital Planning Advisors
Investment Management
Developer: Capital Planning Advisors
App Size: Varies With Device
Release Date: Nov 1, 2022
Price: Free
Finance
Capital Planning Advisors
Screenshots for App
Mobile
Capital Planning Advisor's mobile application allows authorized users to view account valuation, performance, and reporting information in an application developed specifically for mobile devices.
Capital Planning Advisors 5.14.0 Update
2024-09-06 Version History
- 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
~Capital Planning Advisors
- 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
~Capital Planning Advisors
More Information about: Capital Planning Advisors
Price:
Free
Version:
5.14.0
Downloads:
10
Compatibility:
Android 6.0
Bundle Id:
com.advisorlynx.mobileadvisor.capitalplanningad
Size:
Varies With Device
Last Update:
2024-09-06
Content Rating:
Everyone
Release Date:
Nov 1, 2022
Content Rating:
Everyone
Developer:
Capital Planning Advisors
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