Capstone Financial Advisors

See your complete financial picture and interact with your financial advisor.

The Capstone Client Portal provides clients with an interactive financial dashboard allowing them to view their complete financial picture anytime, anywhere. The Portal allows clients to access documents that Capstone regularly posts, such as quarterly invoices and tax returns; and view contact information for their advisor and support team—all in a safe and easy-to-use mobile app. At Capstone, we want you to feel empowered and confident about your financial decisions. This app can help.

TOP FEATURES

Interactive dashboard showing you your complete financial picture. Dynamic reports with current investment information. Document vault for securely viewing files from your wealth advisor. And more!