Capstone Financial Advisors

Capstone Financial Advisors

by Capstone Financial Advisors Inc.

1 ratings

Archived App (Last seen on 18 Jul 2026)

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.
Rating summary
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Details

  • Released
  • Updated
  • May 27, 2022
  • March 5, 2024

Features

Capstone Financial Advisors screenshot #1 for iPhone
Capstone Financial Advisors screenshot #2 for iPhone
Capstone Financial Advisors screenshot #3 for iPhone
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About

Access your complete financial picture with an interactive dashboard. Securely view documents from your advisor, track investments, and manage your financial decisions anytime, anywhere.

Interactive financial dashboard
View complete financial picture
Access documents from advisor
Track investment information
Secure document vault
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What's New in Capstone Financial Advisors

2.0.1196828

March 5, 2024

Updated features and removed bugs.

FAQ

What can I do with Capstone Financial Advisors?

Capstone Financial Advisors allows you to view your complete financial picture through an interactive dashboard, access important documents like invoices and tax returns, and view contact information for your advisor and support team.

Is Capstone Financial Advisors secure?

Yes, the app is designed to be a safe and easy-to-use mobile application for managing your financial information. It provides a secure document vault for accessing sensitive files.

What devices does Capstone Financial Advisors support?

Capstone Financial Advisors is available on iPhone, iPad, and iPod. It is designed for iOS devices.

How often is Capstone Financial Advisors updated?

The app was last updated on March 5, 2024, with version 2.0.1196828. This indicates regular updates to ensure functionality and security.

What is the user rating for Capstone Financial Advisors?

Capstone Financial Advisors has a perfect rating of 5.0 stars based on one review, suggesting a highly positive user experience.

Is Capstone Financial Advisors free to use?

Yes, Capstone Financial Advisors is available for free. There are no in-app purchases or subscription fees associated with using the client portal.

What age rating does Capstone Financial Advisors have?

Capstone Financial Advisors has an age rating of 17+, which is common for financial applications that may involve sensitive personal information.

Does Capstone Financial Advisors have ads?

No, Capstone Financial Advisors does not contain advertisements. The app is ad-free, providing an uninterrupted experience for clients.