Archived App (Last seen on 30 Apr 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.
About
At Capital Planning our mission is to empower our clients to enjoy their lives by managing the complexities of their wealth.
Capital Planning Connect enables our firm to be digitally available to our clients, no matter where they are. Use our app to connect with advisors and teams through text, voice, and video messaging, securely send files, schedule video conferences, digitally sign documents, and more.
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What's New in Capital Planning Connect
9.8.4
January 22, 2025
9.8.4 Version Update - Performance Enhancement - Bug Fixes
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