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( 256+ reviews)
Features Capital Planning Connect
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.
Secure & Private
Your data is protected with industry-leading security protocols.
24/7 Support
Our dedicated support team is always ready to help you.
Personalization
Customize the app to match your preferences and workflow.
Screenshots
See the Capital Planning Connect in Action
Get the App Today
Download on Google Play
Available for Android 8.0 and above