Procapita Partners
Gratis
3.3.1for iPhone, iPad and more
Age Rating
لقطات الشاشة لـ Procapita Partners
About Procapita Partners
Procapita Partners’ new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.
For our clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Procapita Partners and your Wealth Advisor
• And now with an improved interface and user experience
For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.
Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.
This application is free to download.
For our clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Procapita Partners and your Wealth Advisor
• And now with an improved interface and user experience
For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.
Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.
This application is free to download.
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تحديث لأحدث إصدار 3.3.1
Last updated on 29/09/2020
الإصدارات القديمة
Multi Factor Authentication (MFA) and UI improvements
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Version History
3.3.1
29/09/2020
Multi Factor Authentication (MFA) and UI improvements
2.0.10
05/10/2019
Corrected App Description text
2.0.9
03/09/2019
Using new logos
2.0.8
30/05/2019
Procapita Partners FAQ
انقر هنا لمعرفة كيفية تنزيل Procapita Partners في بلد أو منطقة محظورة.
تحقق من القائمة التالية لمعرفة الحد الأدنى من المتطلبات Procapita Partners.
iPhone
Requiere iOS 10.0 o posterior.
iPad
Requiere iPadOS 10.0 o posterior.
iPod touch
Requiere iOS 10.0 o posterior.
Procapita Partners هي مدعومة على اللغات Inglés