Intelligent Capitalworks App

Intelligent Capitalworks

About this app

Intelligent Capitalworks provides fiduciary wealth planning, investment management, trust and estate planning, philanthropic planning and family office services designed to protect, conserve, grow and transfer family and individual wealth.

The Intelligent Capitalworks Wealth Platform provides you with finger-tip access to your wealth management team and wealth management plan.

- Contact your team

- Track your Key Performance Indicators

- Track your documents

- Track your investment plan

- Track your accounts

- Track your net worth

- Track your timelines

- Track your tax plan

- Track your retirement plan

- Track your estate plan

Requirements

To use the Intelligent Capitalworks Wealth Platform, you need to be a client of Intelligent Capitalworks, headquartered in Scottsdale, Arizona.

If you would like to request access, please contact your Chief Client Administrative Officer at Intelligent Capitalworks. Images are for illustrative purposes only and do not constitute recommendations or advice.