5.14.0
September 11, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
More5.9.0
April 10, 2024
- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
More5.5.2
September 5, 2023
Bug fixes and performance enhancements.
5.4.0
February 7, 2023
Bug fixes and performance updates
5.3.2
November 1, 2022
Bug fixes and performance updates
4.4.0
October 14, 2021
Bug fixes and performance updates
4.1.0
July 11, 2018
Updates to available integrations
3.3.0
October 5, 2017
-Forgot Password -Cloud Storage -Commentary -Fixes account display
More3.2.5
October 3, 2016
Yes, there is an iPad version available for Capital Planning Advisors.
Capital Planning Advisors was launched by Capital Planning Advisors, LLC.
The minimum supported iOS version for the app is 13.4.
Currently, there are no user ratings available for Capital Planning Advisors.
The App Category Of Capital Planning Advisors Is Finance.
5.14.0 is the current version of Capital Planning Advisors.
Capital Planning Advisors updated on September 19, 2024.
The specific date when the app came out was February 6, 2023.
No objectionable content, suitable for young children.
Currently, Capital Planning Advisors supports American English.
No, Capital Planning Advisors is not featured on Apple Arcade.
Unfortunately, users cannot make in-app purchases within Capital Planning Advisors.
Sorry, Capital Planning Advisors is not designed for integration with Apple Vision Pro.
No, Capital Planning Advisors does not include ads as part of its experience.