Procapita Partners
Grátis
3.3.1for iPhone, iPad and more
Age Rating
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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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Novidades da Última Versão 3.3.1
Last updated on Sep 29, 2020
Versões Antigas
Multi Factor Authentication (MFA) and UI improvements
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Version History
3.3.1
Sep 29, 2020
Multi Factor Authentication (MFA) and UI improvements
2.0.10
Oct 5, 2019
Corrected App Description text
2.0.9
Sep 3, 2019
Using new logos
2.0.8
May 30, 2019
Procapita Partners FAQ
Clique aqui para saber como baixar Procapita Partners em um país ou região restrita.
Confira a lista a seguir para ver os requisitos mínimos de Procapita Partners.
iPhone
Requer o iOS 10.0 ou posterior.
iPad
Requer o iPadOS 10.0 ou posterior.
iPod touch
Requer o iOS 10.0 ou posterior.
Procapita Partners suporta Inglês
