# Capital Planning Connect

> Capital Planning Connect (iPhone/iPad app by Capital Planning LLC.)

- Source: https://appshunter.io/ios/app/capital-planning-connect/id1582594146 (this page in markdown: same URL + `.md`)
- Developer: [Capital Planning LLC](https://appshunter.io/developer/1582594148)
- Category: Business
- Price: Free
- Age rating: 4+
- Requires: iOS 14.0 · 132 MB
- Languages: American English, Arabic, Bosnian, Bulgarian, Croatian, Dutch, French (France), German (Germany), Hungarian, Indonesian and 12 more
- Released: 2021-08-25
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/capital-planning-connect/id1582594146/reviews.md

## What is Capital Planning Connect?

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.


## Version history (last 5 releases)

### 9.8.4 — 2025-01-22

9.8.4 Version Update
- Performance Enhancement
- Bug Fixes

### 9.6.2 — 2024-10-25

9.6.2 Version Update
- Performance Enhancement
- Bug Fixes

### 9.0.11 — 2024-06-12

9.0.11 Version Update
- Performance Enhancement
- Bug Fixes

### 8.16.3 — 2023-11-02

8.16.3 Version Update
- Performance Enhancement
- Bug Fixes

### 8.12.4 — 2023-07-15

8.12.4 Version Update
- Performance Enhancement
- Bug Fixes

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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 2026-05-19.*