# Capstone Financial Advisors

> Interactive financial dashboard for clients to view investments and documents. (iPhone/iPad app by Capstone Financial Advisors Inc..)

- Source: https://appshunter.io/ios/app/capstone-financial-advisors/id1624676323 (this page in markdown: same URL + `.md`)
- Developer: [Capstone Financial Advisors Inc.](https://appshunter.io/developer/1624676325)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2022-05-27
- Data updated: 2026-07-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/capstone-financial-advisors/id1624676323/reviews.md

## What is Capstone Financial Advisors?

The Capstone Client Portal provides clients with an interactive financial dashboard allowing them to view their complete financial picture anytime, anywhere. The Portal allows clients to access documents that Capstone regularly posts, such as quarterly invoices and tax returns; and view contact information for their advisor and support team—all in a safe and easy-to-use mobile app. At Capstone, we want you to feel empowered and confident about your financial decisions. This app can help.

TOP FEATURES

Interactive dashboard showing you your complete financial picture.
Dynamic reports with current investment information.
Document vault for securely viewing files from your wealth advisor.
And more!

## Key features

- Interactive financial dashboard
- View complete financial picture
- Access documents from advisor
- Track investment information
- Secure document vault


## Frequently asked questions about Capstone Financial Advisors

### 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.

## Version history (last 2 releases)

### 2.0.1196828 — 2024-03-05

Updated features and removed bugs.

### 2.0.969685 — 2022-05-27

No release notes.

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## Related topics

[financial advisors](https://appshunter.io/ios/topics/financial-advisors) · [capstone](https://appshunter.io/ios/topics/capstone)

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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 2026-07-18.*