# Pallas Capital

> Pallas Capital (iPhone/iPad app by Pallas Capital Advisors, LLC.)

- Source: https://appshunter.io/ios/app/pallas-capital/id1566597306 (this page in markdown: same URL + `.md`)
- Developer: [Pallas Capital Advisors, LLC](https://appshunter.io/developer/1566597308)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2021-05-08
- Data updated: 2026-06-01
- User reviews in markdown: https://appshunter.io/ios/app/pallas-capital/id1566597306/reviews.md

## What is Pallas Capital?

Welcome to the Pallas Capital Advisors mobile application, where users have access to their portfolio data in a simple, stylish interface. This app provides an intuitive financial dashboard of your finances, document vault, and interactive reports - all in a secure and easy-to-use mobile app. TOP FEATURES - Interactive Dashboard showing you your comprehensive financial picture - A snapshot of your total portfolio on a combined basis or by individual accounts - Dynamic reports with current investment information - Document Vault for securely sending and receiving files Users of this app must first contact their advisor for login credentials


## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-11

Bug fixes and performance updates

### 5.2.18 — 2022-06-25

Bug fixes and performance updates

## Apps similar to Pallas Capital

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Mayflower Advisors](https://appshunter.io/ios/app/mayflower-advisors/id1538029972) | 5.0 (5) | Free | Finance |
| [Freedom Bank TX](https://appshunter.io/ios/app/freedom-bank-tx/id1668191500) | 4.7 (88) | Free | Finance |
| [Parali](https://appshunter.io/ios/app/parali/id6443763240) | — | Free | Finance |
| [Capital Hill Mtg](https://appshunter.io/ios/app/capital-hill-mtg/id6444012080) | — | Free | Finance |
| [AOLB Game](https://appshunter.io/ios/app/aolb-game/id1667469800) | — | Free | Finance |
| [Signal Crypto Pro & trading](https://appshunter.io/ios/app/signal-crypto-pro-and-trading/id1665185840) | 5.0 (1) | Free | Finance |

---

*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 2026-06-01.*