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
More1.78
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
More1.77
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
More1.76
January 21, 2024
* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes
More1.75
December 12, 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.
More1.73
October 4, 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
More1.71
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
More1.69
June 12, 2023
* Improved Performance Card to be able to support Additional Benchmark functionality. * Enhanced loggings to be able to provide additional support for our mobile users. * Bug Fixes
MoreYes, CapWealth is available for iPad users.
The CapWealth app was developed by CapWealth Advisors, LLC..
To function properly, the app requires at least iOS 12.4.
The CapWealth app doesn’t have enough ratings and reviews yet.
Capwealth Relates To The Finance App Genre.
1.81 is the newly released version of the CapWealth app.
September 10, 2024 is the date of the latest update of the CapWealth app.
CapWealth officially launched on February 6, 2023.
CapWealth is considered child-appropriate and rated CapWealth Advisors, LLC..
The following list of languages is supported by the CapWealth app: English.
No, CapWealth is not on Apple Arcade.
No, CapWealth does not support in-app purchases.
No, CapWealth does not provide support for Apple Vision Pro.
No, you can not expect ads while using CapWealth.