Procapita Partners
Gratuit
3.3.1for iPhone, iPad and more
Age Rating
Procapita Partners Captures d'écran
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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Quoi de neuf dans la dernière version 3.3.1
Last updated on Sep 29, 2020
Vieilles Versions
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
Cliquez ici pour savoir comment télécharger Procapita Partners dans un pays ou une région restreints.
Consultez la liste suivante pour voir les exigences minimales de Procapita Partners.
iPhone
Nécessite iOS 10.0 ou version ultérieure.
iPad
Nécessite iPadOS 10.0 ou version ultérieure.
iPod touch
Nécessite iOS 10.0 ou version ultérieure.
Procapita Partners prend en charge Anglais
