# Capital Formation Strategies

> Capital Formation Strategies (iPhone/iPad app by GeoWealth Management, LLC.)

- Source: https://appshunter.io/ios/app/capital-formation-strategies/id1343495239 (this page in markdown: same URL + `.md`)
- Developer: [GeoWealth Management, LLC](https://appshunter.io/developer/1230133284)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 11.0 · 21 MB
- Languages: American English
- Released: 2018-02-05
- Data updated: 2025-01-09
- User reviews in markdown: https://appshunter.io/ios/app/capital-formation-strategies/id1343495239/reviews.md

## What is Capital Formation Strategies?

Capital Formation Strategies’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.

For our clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for Capital Formation Strategies and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.

This application is free to download.


## Version history (last 3 releases)

### 3.3.1 — 2020-09-28

Added Multi Factor Authentication. Improved app stability. Bugfix.

### 2.0.7 — 2018-07-05

Performance & Bug fixes
Adding support for Advisors

### 1.1.4 — 2018-02-05

No release notes.

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## More apps by GeoWealth Management, LLC

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All apps by GeoWealth Management, LLC: https://appshunter.io/developer/1230133284

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2025-01-09.*