Capital Planning Advisors
Developer: Capital Planning Advisors, LLC
App Size: 42.6 MB
Release Date: Oct 3, 2016
Price: FREE
Finance »
Capital Planning Advisors
Screenshots for App
iPhone
iPhone X
iPad
More Screenshots for iPad
iMessage
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 5.16.0 Update
Dec 14, 2024 Version History
- Managed account Performance Details- Ability to add manual accounts to portal- Clients may now toggle to Orion related households- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)- Improved navigation to managed personal finances data- Adviser and firm custom disclosures available in footer- Document Vault improvements- Bug Fixes
~Capital Planning Advisors, LLC
~Capital Planning Advisors, LLC
More Information about: Capital Planning Advisors
Price:
FREE
Version:
5.16.0
Compatibility:
Requires Requires iOS 13 or later
Bundle Id:
com.advisorlynx.mobileadvisor.capitalplanning
Size:
42.6 MB
Genre:
Finance
Release Date:
Oct 3, 2016
Last Update:
Dec 14, 2024
Content Rating:
4+
Developer:
Capital Planning Advisors, LLC
Language:
English -
All Apps & Games Created by: Capital Planning Advisors, LLC
Related Apps
Capital Planning Advisors
Latest Apps & Games
