Procapita Partners
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3.3.1for iPhone, iPad and more
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Procapita Partners 螢幕截圖
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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最新版本3.3.1更新日誌
Last updated on 2020年09月29日
歷史版本
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
點擊此處瞭解如何在受限國家或地區下載Procapita Partners。
以下為Procapita Partners的最低配置要求。
iPhone
須使用 iOS 10.0 或以上版本。
iPad
須使用 iPadOS 10.0 或以上版本。
iPod touch
須使用 iOS 10.0 或以上版本。
Procapita Partners支持英文