Procapita's Prospect app provides greater visibility into both clients' overall financial picture and Procapita's wealth advisory services
Procapita Partners Prospect
What is it about?
Procapita's Prospect app provides greater visibility into both clients' overall financial picture and Procapita's wealth advisory services.
App Screenshots
App Store Description
Procapita's Prospect app provides greater visibility into both clients' overall financial picture and Procapita's wealth advisory services.
For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Verity Investment Advisers and your Wealth Advisor
• And now with an improved interface and user experience
For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.
This application is free to download.
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