---
title: "Capstone Financial Advisors - Reviews, Revenue and Downloads in United States | Apple App Store"
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 docume"
---

# Capstone Financial Advisors — United States

![Capstone Financial Advisors App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple112/v4/19/36/ef/1936efa1-cd54-4f67-9a0c-c4102daa7a3b/AppIcon-0-0-1x_U007emarketing-0-0-0-7-0-0-sRGB-0-0-0-GLES2_U002c0-512MB-85-220-0-0.png/434x0w.png)

**Developer:** [Capstone Financial Advisors](https://apptail.io/developer/capstone-financial-advisors-CXHf)
**Category:** Finance
**Rating:** 5.0/5 (1 ratings)
**Price:** Free
**Bundle ID:** com.capstone.mobile
**Store:** Apple App Store
**Country:** United States
**Version:** 2.0.1196828 (released 2024-03-05)
**Original Release:** 2022-05-27

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1624676323)
**AppTail Page:** [https://apptail.io/app/capstone-financial-advisors-cUdd/united-states](https://apptail.io/app/capstone-financial-advisors-cUdd/united-states)

## Capstone Financial Advisors 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!

## Capstone Financial Advisors Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource112/v4/27/08/80/27088059-21e3-53e9-4320-3fcf6415e0d0/d2c675bd-a766-4ece-a4fa-d7303cf67dba_1242x2688bb__U00281_U0029.png/1242x2688.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource122/v4/74/93/88/74938805-7673-28ff-471d-f564c0b139a7/ae577e61-c168-4309-bb31-709360e46e80_1242x2688bb__U00282_U0029.png/1242x2688.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/6f/08/db/6f08db9e-0f18-c9af-9c5d-636a0432cc80/6e90eb24-3346-4b42-9084-79b1734ce60a_1242x2688bb.png/1242x2688.png)

## Capstone Financial Advisors Rating Breakdown in United States
- 5 stars: 1 (100%)
- 4 stars: 0 (0%)
- 3 stars: 0 (0%)
- 2 stars: 0 (0%)
- 1 stars: 0 (0%)





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---

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