Capstone Financial Advisors
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Capstone Financial Advisors
Capstone Financial Advisors

Capstone Financial Advisors

App Size: 68.6 MB
Release Date: May 27, 2022
Price: FREE
5
1 Ratings
Size
68.6 MB

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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!
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Capstone Financial Advisors 2.0.1196828 Update
Mar 5, 2024 Version History
Updated features and removed bugs.

~Capstone Financial Advisors Inc.
More Information about: Capstone Financial Advisors
Price: FREE
Version: 2.0.1196828
Compatibility: Requires Requires iOS 10 or later
Size: 68.6 MB
Genre: Finance
Release Date: May 27, 2022
Last Update: Mar 5, 2024
Content Rating: 17+
Developer: Capstone Financial Advisors Inc.
Language: -

All Apps & Games Created by: Capstone Financial Advisors Inc.

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