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Capstone Financial Advisors

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Description

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 FAQ

  • Is Capstone Financial Advisors free?

    Yes, Capstone Financial Advisors is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is Capstone Financial Advisors legit?

    Not enough reviews to make a reliable assessment. The app needs more user feedback.

    Thanks for the vote

  • How much does Capstone Financial Advisors cost?

    Capstone Financial Advisors is free.

  • What is Capstone Financial Advisors revenue?

    To get estimated revenue of Capstone Financial Advisors app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating

5 out of 5

1 ratings in United States

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Capstone Financial Advisors Competitors

Name
CI RGT Private Wealth
Halbert Hargrove
N/A
Beacon Trust
TCI Wealth Advisors, Inc.
Integra – Wealth Enhancement
HoyleCohen Client Portal
JFG Family Office
Corient (Legacy BRR)
Brighton Jones Client Portal
Aldrich Wealth
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Capstone Financial Advisors Installs

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-1

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Capstone Financial Advisors Revenue

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App Info

Category
Finance
Publisher
Capstone Financial Advisors
Languages
Recent release
2.0.1196828 (9 months ago )
Released on
May 27, 2022 (2 years ago )
Also available in
United States
Last Updated
3 months ago
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