Capital Planning Connect

iOS Universel / Economie et entreprise

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.

Quoi de neuf dans la dernière version ?

9.8.4 Version Update
- Performance Enhancement
- Bug Fixes