Capital Planning Connect Download from App Store
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Capital Planning Connect app for iPhone and iPad


4.0 ( 9520 ratings )
Business
Developer: Capital Planning LLC
Free
Current version: 8.8.3, last update: 9 months ago
First release : 25 Aug 2021
App size: 131.21 Mb

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.