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Capital Planning Connect

At Capital Planning our mission is to empower our clients to enjoy their lives by managing the complexities of their wealth

At Capital Planning our mission is to empower our clients to enjoy their lives by managing the complexities of their wealth

Capital Planning Connect

by Capital Planning LLC
Capital Planning Connect
Capital Planning Connect
Capital Planning Connect

What is it about?

At Capital Planning our mission is to empower our clients to enjoy their lives by managing the complexities of their wealth.

Capital Planning Connect

App Details

Version
9.0.11
Rating
NA
Size
125Mb
Genre
Business
Last updated
June 12, 2024
Release date
August 25, 2021
More info

App Screenshots

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App Store Description

At Capital Planning our mission is to empower our clients to enjoy their lives by managing the complexities of their wealth.

Capital Planning Connect enables our firm to be digitally available to our clients, no matter where they are. Use our app to connect with advisors and teams through text, voice, and video messaging, securely send files, schedule video conferences, digitally sign documents, and more.

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