You are using an outdated browser. Please
upgrade your browser to improve your experience.
This app provides an intuitive dashboard of your accounts, planning score, interactive investment reports, document vault and more – all in a secure and easy to use mobile app
CapSouth Wealth Management
by CapSouth Wealth Management
What is it about?
This app provides an intuitive dashboard of your accounts, planning score, interactive investment reports, document vault and more – all in a secure and easy to use mobile app.
App Store Description
This app provides an intuitive dashboard of your accounts, planning score, interactive investment reports, document vault and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive financial dashboard.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• And more!
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
