Capstone Financial Advisors

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Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini

Mayelana nalolu hlelo lokusebenza

I-Capstone Client Portal inikeza amaklayenti ideshibhodi yezezimali esebenzisanayo ewavumela ukuthi abuke isithombe sawo esiphelele sezezimali noma nini, noma kuphi. Iphothali ivumela amakhasimende ukuthi afinyelele kumadokhumenti iCapstone ewathumela njalo, njengama-invoyisi wekota kanye nezimbuyiselo zentela; futhi babuke imininingwane yokuxhumana yomeluleki wabo nethimba labasekeli—konke kuhlelo lokusebenza leselula eliphephile nelisebenziseka kalula. Kwa-Capstone, sifuna uzizwe unamandla futhi uqiniseka ngezinqumo zakho zezezimali. Lolu hlelo lokusebenza lungasiza.

EZIPHUMA EZISEPHEZULU

Ideshibhodi esebenzisanayo ikubonisa isithombe sakho sezezimali esiphelele.
Imibiko enamandla enolwazi lwamanje lokutshalwa kwezimali.
Gcina idokhumenti ukuze ubuke amafayela ngokuphephile kumeluleki wakho wengcebo.
Futhi nokuningi!
Kubuyekezwe ngo-
Aga 5, 2024

Ukuphepha kwedatha

Ukuphepha kuqala ngokuqonda ukuthi onjiniyela baqoqa futhi babelane kanjani ngedatha yakho. Ubumfihlo bedatha nezinqubo zokuphepha zingahluka kuye ngokusebenzisa kwakho, isifunda, nobudala. Unjiniyela unikeze lolu lwazi futhi angalubuyekeza ngokuhamba kwesikhathi.
Ayikho idatha eyabiwe nezinkampani zangaphandle
Funda kabanzi mayelana nendlela onjiniyela abaveza ngayo ukwabelana
Ayikho idatha eqoqiwe
Funda kabanzi mayelana nokuthi onjiniyela bakuveza kanjani ukuqoqwa

Yini entsha

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