# Capstone Portal

> Mobile client portal for Capstone Wealth Advisors clients. (iPhone/iPad app by Capstone Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/capstone-portal/id1351374716 (this page in markdown: same URL + `.md`)
- Developer: [Capstone Wealth Advisors, LLC](https://appshunter.io/developer/1351374715)
- Category: Business, Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.4 · 33 MB
- Languages: English
- Released: 2018-02-21
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/capstone-portal/id1351374716/reviews.md

## What is Capstone Portal?

Simplify your life with the Capstone Wealth Advisors mobile app. Available on your phone or tablet, our client portal is now available on the go!

## Key features

- On-the-go client portal access
- Manage financial accounts
- Available on phone and tablet
- Simplify financial life

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/capstone-portal/id1351374716/reviews.md

### 5/5 — Great App!!

*2020-05-18*

Easy to navigate and useful information.  Thank you!!

## Frequently asked questions about Capstone Portal

### 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.

## Version history (last 4 releases)

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.1 — 2023-02-15

Bug fixes and performance updates

### 4.1.0 — 2018-05-02

This app has been updated by Apple to display the Apple Watch app icon.

Simplify your life with the Capstone Wealth Advisors mobile app. Available on your phone or tablet, our client portal is now available on the go!

### 4.0.0 — 2018-02-21

No release notes.

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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 2026-06-10.*