Features Capstone Financial Advisors
The Capstone Client Portal provides clients with an interactive financial dashboard allowing them to view their complete financial picture anytime, anywhere.
The Portal allows clients to access documents that Capstone regularly posts, such as quarterly invoices and tax returns; and view contact information for their advisor and support team—all in a safe and easy-to-use mobile app.
At Capstone, we want you to feel empowered and confident about your financial decisions.
This app can help.TOP FEATURESInteractive dashboard showing you your complete financial picture.Dynamic reports with current investment information.Document vault for securely viewing files from your wealth advisor.And more!
Financial Tools
Manage your finances and track your expenses easily.
Food & Dining
Discover recipes and order food from your favorite restaurants.
Secure & Private
Your data is protected with industry-leading security protocols.
See the Capstone Financial Advisors in Action
Get the App Today
Available for Android 8.0 and above