PCA Mobile
50+
Downloads
Everyone
info
About this app
Prosperity Capital Advisors is proud to offer this free mobile application for authorized users and clients of our firm. This application has been developed specifically for Prosperity Capital Advisors and can be used on your Android device. With this application, you will have access to a wide range of data, such as:
* Snapshots of account valies at the household level or to specific individual accounts.
* View account positions, sorted by asset class.
* Performance reports for year-to-date or custom time periods.
* Gain/Loss reports, Estimated Income reports, and Benchmark Comparisons.
For access, please email us at mobileaccountaccess@prosperityca.com or call (888) 240-1923.
* Snapshots of account valies at the household level or to specific individual accounts.
* View account positions, sorted by asset class.
* Performance reports for year-to-date or custom time periods.
* Gain/Loss reports, Estimated Income reports, and Benchmark Comparisons.
For access, please email us at mobileaccountaccess@prosperityca.com or call (888) 240-1923.
Updated on
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.
What’s new
Add support for pushing app updates directly to the device
Add period switcher to performance screen
Add functionality to display unmanaged accounts on main screen
Add RMD screen
Add advisor website link to My Advisor screen
Add Excel download option to report generator
Add period switcher to performance screen
Add functionality to display unmanaged accounts on main screen
Add RMD screen
Add advisor website link to My Advisor screen
Add Excel download option to report generator
App support
About the developer
Orion Advisor Solutions, LLC
mobileappsupport@orionadvisor.com
17605 Wright St
Omaha, NE 68130
United States
+1 402-896-7762
