SOL Capital Mobile

Finance

1 review

Free

Details about SOL Capital Mobile

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

January 26, 2020
October 5, 2024
12.4+
4+
123.29MB
iPhone, iPad, iPod
American English

Developer of SOL Capital Mobile

SOL Capital Management Company

⭐️5 / 5

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🙌2

Ratings

📼3 scs

Media↘︎

📦~ in 1 month

Updates frequency↘︎

🗣❌ unsupported

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Versions
Price History
Description
FAQ

Version History of SOL Capital Mobile

1.82

September 10, 2024

* Optimized the Planning Space for better performance and faster speeds. * Refined the login screen to create a smoother user experience. * Added support for Principal and Income in the Transaction Card feature.

1.81

August 15, 2024

* Investors will now have the ability to view their Insurance information from their mobile experience * Stability and performance improvements

1.80

June 8, 2024

* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability

1.78

April 25, 2024

* Improved the activity summary chart located in the account details * Updated Allocation Dashboard logic for a consistent experience * Enhanced the Dashboard: Gain/Loss performance and stability

1.77

March 9, 2024

* Updating advisor login interface featuring an improved navigation menu * Improving advisor communication through the introduction of Timeline and Vault functionalities * Enhancing advisor navigation for seamless transitions between various clients

1.76

January 21, 2024

* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes

1.75

December 9, 2023

* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard

1.74

October 28, 2023

* RightCapital financial planning integration available for the mobile app. * Innotrust statement integration now supported within the client’s vault. * Improved performance and stability within the Dashboard section of the app.

1.73

October 12, 2023

* Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins

1.71

July 29, 2023

* Updated notification bell to provide an easier experience * Improved loading screen to provide better clarity * Enhanced mobile web to better support teams * Dashboard and subsequent cards now supports improve as of date logic

Description of SOL Capital Mobile

SOL Capital has an app! Stay connected to your entire financial situation, anytime, anywhere with SOL Capital Mobile. Download the SOL Capital Mobile app to access personalized financial insights, account details, investment dashboards, and a direct line of communication with your dedicated SOL Capital team from any mobile device. Monitor portfolio performance and account activity. Automatically unify and track your net worth by syncing with accounts held elsewhere. Access enhanced reporting and securely share documents with your dedicated SOL Capital team from any device, anytime, anywhere. Discover the advantages of having instant access to your portfolio wherever you go: ● It’s Secure – Your personal information is protected, even if your phone is lost or stolen. ● It’s Convenient – You can easily access important information and organize documents to fit your needs. ● It’s Informative – You can quickly reference unique insights as you manage your wealth. Requirements: You must be an active SOL Capital client or authorized user to access SOL Capital Mobile. If you would like to request access please contact your Client Relationship Manager, or email client.services@sol-capital.com.

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