Monarch Mobile vs Capitum

Gain the ultimate convenience of accessing your financial information anytime, anywhere with the Monarch Mobile app delivered by the Monarch Wealth Strategies team. Monarch Mobile gives you a snapshot of your assets and accounts with dashboard control access to view financial statements, performance reports, and more. Key features include: - Protection of your information through a secure environment - Access to your financial information in a clear and simple format - A snapshot of your portfolio and performance reports - Share information with your trusted advisor, before, during and after meetings

Your financial life, in one clear picture. Capitum gives you a private, elegant overview of your personal net worth. Add your assets and liabilities, watch your wealth take shape through beautiful charts, and stay on top of your financial progress — all without giving up your data to anyone. Built for clarity Track everything that makes up your net worth — savings, investments, real estate, cash, and debts. Organize them into categories that make sense to you, and add balance updates whenever you like. Visualize your progress Rich, clean charts show how your net worth evolves over time. See the bigger picture at a glance, or dive into individual accounts to understand exactly where you stand. Private by design No account required. No servers. No analytics. Your data lives in your personal iCloud account and nowhere else — synced securely across your iPhone and Mac through Apple's private CloudKit. Secure by default Capitum locks automatically and opens only with Face ID, Touch ID, or your passcode. Your financial life stays yours.