Capital Planning Advisors

Name: Capital Planning Advisors
Availability: InStock
Author: Capital Planning Advisors

10+

Downloads

Everyone

About this app

Capital Planning Advisor's mobile application allows authorized users to view account valuation, performance, and reporting information in an application developed specifically for mobile devices.

Updated on

Sep 5, 2024

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

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

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App support

Website

Support email

accounting@capitalplanningadvisors.com

About the developer

Capital Planning Advisors, LLC

youradvisors@capitalplanningadvisors.com

1420 Rocky Ridge Dr Ste 140 Roseville, CA 95661-2834 United States

+1 916-833-1454

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