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Capital Group Pro

Capital Group Pro

Built with FAs, for FAs

25 ratings
1 review
📚 Education
💰 Finance

Archived App (Last seen on 25 Dec 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • January 28, 2020
  • July 14, 2023

Features

Developer

The Capital Group Companies Inc.
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❓8 answered
FAQ↘︎
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About

This app provides financial advisors with a centralized platform for market news, practice-building insights, and CE credit tracking. It offers a personalized feed and quick, digestible tips on various financial topics, designed to save valuable time.

✓Personalized market news feed
✓Practice-building insights and guides
✓CE credit tracking and earning
✓Secure and streamlined experience
✓Client life event guidance
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What's New in Capital Group Pro

2.7.7

July 14, 2023

We’ve fixed some bugs and made some performance improvements so that Capital Group Pro is even better.

User reviews

Most RecentHighest RatedLowest Rated

A breath of fresh air in a sea of stale finance resources

Wow! Who’d think that an app of resources for FAs would be so customized for me and my business. I find myself using Lumin anytime I come up on a client situation which I haven’t dealt with before. The guides are thoughtful and smart, and you can tell they are written with FA needs in mind. Lumin seems to know me, my interests, and my practice, which really shows when it curated relevant articles and topics for me.

The app is simple to use, and the design is nice to look at. Compared to other resources I use, Lumin is much more intuitive and user friendly. I plan on making Lumin a regular part of my practice building. Keep on adding new ways of helping me, Lumin!!
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Developer apps

Private Client Services
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Client portal

💰 Finance

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FAQ

What is Capital Group Pro?

Capital Group Pro is a free mobile application designed specifically for financial advisors. It offers a consolidated platform for market news, practice-building insights, and tracking continuing education credits.

Is Capital Group Pro secure?

Yes, Capital Group Pro is described as secure and is powered by Capital Group, a reputable financial services firm and member of FINRA.

What kind of market news does Capital Group Pro offer?

The app provides the latest market news with a personalized feed based on your chosen sources and topics, ensuring you see what matters most to your practice.

How does Capital Group Pro help with practice building?

It offers helpful insights and guides covering topics from practice milestones to client life events, delivering quick, digestible tips to support your professional growth.

Can I earn CE credits with Capital Group Pro?

Yes, you can easily earn CE credits through the app to help meet your professional requirements. The app is designed to streamline this process for busy advisors.

What devices is Capital Group Pro available on?

Capital Group Pro is available on iPhone and iPod devices, offering a convenient mobile experience for financial advisors.

How often is Capital Group Pro updated?

The app was last updated on July 14, 2023, to version 2.7.7, indicating ongoing development and maintenance by the developer.

Does Capital Group Pro have ads?

No, Capital Group Pro is free and does not contain advertisements, providing an uninterrupted experience for its users.