Procapita Partners
無料
3.3.1for iPhone, iPad and more
Age Rating
Procapita Partners スクリーンショット
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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最新バージョン 3.3.1 の更新情報
Last updated on 2020年09月29日
旧バージョン
Multi Factor Authentication (MFA) and UI improvements
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Version History
3.3.1
2020年09月29日
Multi Factor Authentication (MFA) and UI improvements
2.0.10
2019年10月05日
Corrected App Description text
2.0.9
2019年09月03日
Using new logos
2.0.8
2019年05月30日
Procapita Partners FAQ
ここをクリック!地理的に制限されているアプリのダウンロード方法をご参考ください。
次のリストをチェックして、Procapita Partnersの最低システム要件をご確認ください。
iPhone
iOS 10.0以降が必要です。
iPad
iPadOS 10.0以降が必要です。
iPod touch
iOS 10.0以降が必要です。
Procapita Partnersは次の言語がサポートされています。 英語