Great App!!
Easy to navigate and useful information. Thank you!!
Archived App (Last seen on 10 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
Access your financial information and manage your accounts conveniently from your mobile device. This client portal offers on-the-go access to your wealth management details.
✓On-the-go client portal access
✓Manage financial accounts
✓Available on phone and tablet
✓Simplify financial life
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What's New in Capstone Portal
5.5.2
September 5, 2023
Bug fixes and performance enhancements.
User reviews
FAQ
What is Capstone Portal?
Capstone Portal is a mobile client portal designed for clients of Capstone Wealth Advisors. It allows users to access their financial information and manage accounts conveniently from their phone or tablet.
Is Capstone Portal free to use?
Yes, Capstone Portal is available for free. There are no charges to download or use the application.
What devices is Capstone Portal compatible with?
Capstone Portal is available for iPhone, iPad, and iPod devices. It is designed to run on iOS operating systems.
How often is Capstone Portal updated?
The app was last updated on September 5, 2023, with version 5.5.2. Updates typically include performance improvements and new features to enhance user experience.
What is the age rating for Capstone Portal?
Capstone Portal has an age rating of 4+. This indicates it is suitable for users of all ages, with no mature content.
Does Capstone Portal have ads?
No, Capstone Portal does not contain advertisements. Users can access their financial information without interruption.
What do users think of Capstone Portal?
User feedback for Capstone Portal is highly positive, with an average rating of 5.0 stars from 3 ratings. This suggests a strong user satisfaction with the app's functionality and ease of use.
When was Capstone Portal first released?
Capstone Portal was first released on February 21, 2018. It has been available to clients for several years, with ongoing updates.
