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

Know what you're worth, at a glance. Capitum is the simple, private way to track your net worth. Add your savings, investments, property, pension and debts, update the balances whenever you like, and watch your wealth grow over time. No bank login, no ads, no account to create. SEE THE BIG PICTURE • Your total net worth on one clear dashboard • Beautiful charts of how your wealth develops over time • Compare assets and liabilities side by side • Spot your top movers and balances that need an update • Optional after-tax view: mark pre-tax accounts such as a 401(k) and see an estimate of what you would keep (estimate only, not tax advice) ORGANIZE YOUR WAY • Create accounts and group them in categories, such as savings, investments, property, pension or mortgage • Track every account in its own currency, and see one combined total with exchange rates you set or fetch (optional) • Build your own dashboard: choose the cards you want and arrange them as you like • Import balance history from a CSV file, or export it • Start quickly with suggested categories for your country REACH YOUR GOALS • Set milestones for your total net worth, a category or a single account • Follow your progress and celebrate every milestone you reach • Build a wealth update streak and unlock personal insights as your history grows PRIVATE AND SECURE • Your data stays yours: no bank connection, no ads, no tracking • Lock the app with Face ID or Touch ID • Sync across your iPhone, iPad and Mac with your own private iCloud • Export encrypted backups and share a dashboard as a PDF STAY ON TOP OF IT • Friendly reminders to update your balances, monthly or on your own schedule • Charts that stay accurate because your data stays current Capitum works on iPhone, iPad and Mac, in English, Dutch, German, French, Spanish, Portuguese, Japanese, Italian, Korean and Simplified Chinese. SUBSCRIPTION Start with a 1-month free trial. After that, a subscription applies. The current price is shown in the App Store before you subscribe and may vary by country. Payment is charged to your Apple Account at the end of the trial and renews automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel your subscription anytime in your Apple Account settings. Exporting and deleting your data always stays free. Privacy Policy: https://sluiver.com/apps/capitum/privacy/ Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/