# Procapita Partners Prospect

> Procapita Partners Prospect (iPhone/iPad app by GeoWealth Management, LLC.)

- Source: https://appshunter.io/ios/app/procapita-partners-prospect/id1477625482 (this page in markdown: same URL + `.md`)
- Developer: [GeoWealth Management, LLC](https://appshunter.io/developer/1230133284)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 10.0 · 15 MB
- Languages: English
- Released: 2019-08-27
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/procapita-partners-prospect/id1477625482/reviews.md

## What is Procapita Partners Prospect?

Procapita Partners Prospect's app provides greater visibility into both clients' overall financial picture and Procapita's wealth advisory services.

For clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for Procapita Partners Prospect and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

This application is free to download.


## Version history (last 1 release)

### 3.3.1 — 2020-09-29

Multi Factor Authentication (MFA) & UI improvements

## Apps similar to Procapita Partners Prospect

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Wally: Smart Personal Finance](https://appshunter.io/ios/app/wally-smart-personal-finance/id1178011327) | 3.8 (1,654) | Free | Finance |
| [Global Client](https://appshunter.io/ios/app/global-client/id1461817851) | 2.3 (38) | Free | Finance |
| [Orion Wealth Management Portal](https://appshunter.io/ios/app/orion-wealth-management-portal/id1536754515) | 3.8 (22) | Free | Finance |
| [Scarlet App](https://appshunter.io/ios/app/scarlet-app/id1572651177) | 4.7 (1,619) | Free | Finance |
| [iKan - State of Kansas](https://appshunter.io/ios/app/ikan-state-of-kansas/id1293296070) | 3.1 (219) | Free | Finance |
| [1st MidAmerica CU](https://appshunter.io/ios/app/1st-midamerica-cu/id1163805064) | 4.8 (3,603) | Free | Finance |

## More apps by GeoWealth Management, LLC

- [ABC Wealth](https://appshunter.io/ios/app/abc-wealth/id1248990253)
- [Wise Wealth](https://appshunter.io/ios/app/wise-wealth/id1272917693)
- [ProCore Advisors](https://appshunter.io/ios/app/procore-advisors/id1292403653)
- [Capital Formation Strategies](https://appshunter.io/ios/app/capital-formation-strategies/id1343495239)
- [Procapita Partners](https://appshunter.io/ios/app/procapita-partners/id1462191385)

All apps by GeoWealth Management, LLC: https://appshunter.io/developer/1230133284

---

*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 2026-05-19.*