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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
iPhone iPad
FREE in the App Store

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 Details

Version
2.0.1005662
Rating
NA
Size
65Mb
Genre
Finance
Last updated
September 9, 2022
Release date
September 9, 2022
More info

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!

Get it for FREE in the App Store
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