CapTrust Financial Advisors

Finance

Free

Click to generate a QR code for easy access to the app on the App Store

Rating summary

Details about CapTrust Financial Advisors

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

April 25, 2021
November 30, 2024
12.4+
4+
123.37MB
iPhone, iPad, iPod
English

Developer of CapTrust Financial Advisors

CapTrust Financial Advisors (Holland)

⭐️5 / 5

Rating↘︎

🙌2

Ratings

📦~ in 1 month

Updates frequency↘︎

🗣❌ unsupported

Your locale

🖼️Download

Icons↘︎

Versions
Price History
Description
FAQ

Version History of CapTrust Financial Advisors

1.83

October 12, 2024

* New Mobile Advisor push notifications * Enhanced in app alert messaging * Bug Fixes

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

July 27, 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 22, 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 8, 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 20, 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

September 17, 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

Description of CapTrust Financial Advisors

For CapTrust Financial Advisor clients, an easy way to view and manage your investment accounts, anytime, anywhere from your mobile device. Contact your CapTrust client service team to begin the enrollment process. Well Done, LLC dba CapTrust Financial Advisors (“CapTrust”) is a Registered Investment Advisor (“RIA”), located in the State of Michigan. CapTrust provides investment advisory and related services for clients nationally. CapTrust will maintain all applicable registration and licenses as required by the various states in which CapTrust conducts business, as applicable. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Show less