10+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

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
Updated on
Sep 4, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit
Data can’t be deleted

What’s new

- Update Android SDK

App support

About the developer
Pallas Capital Advisors, LLC
Jack@pallascapitaladvisors.com
45 Braintree Hill Park Ste 201 Braintree, MA 02184 United States
+1 781-971-5052

Similar apps