About CapTrust Financial Advisors
For CapTrust Financial Advisor clients, an easy way to view and manage your investment accounts, anytime, anywhere from your mobile device. Contact your CapTrust client service team to begin the enrollment process. Well...
For CapTrust Financial Advisor clients, an easy way to view and manage your investment accounts, anytime, anywhere from your mobile device. Contact your CapTrust client service team to begin the enrollment process. Well Done, LLC dba CapTrust Financial Advisors (“CapTrust”) is a Registered Investment Advisor (“RIA”), located in the State of Michigan. CapTrust provides investment advisory and related services for clients nationally. CapTrust will maintain all applicable registration and licenses as required by the various states in which CapTrust conducts business, as applicable. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Mar 8, 2024
Version 1.77
* Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients
Previous Versions
Here you can find the changelog of CapTrust Financial Advisors since it was posted on our website on 2023-09-06 19:07:49.
The latest version is 1.77 and it was updated on 2024-04-23 10:15:02. See below the changes in each version.
CapTrust Financial Advisors version 1.77
Updated At: 2024-03-08
Changes: Mar 8, 2024
Version 1.77
* Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients
CapTrust Financial Advisors version 1.76
Updated At: 2024-01-20
Changes: Jan 20, 2024
Version 1.76
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
CapTrust Financial Advisors version 1.75
Updated At: 2023-12-09
Changes: Dec 9, 2023
Version 1.75
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
CapTrust Financial Advisors version 1.74
Updated At: 2023-10-28
Changes: Oct 28, 2023
Version 1.74
* RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app.
CapTrust Financial Advisors version 1.73
Updated At: 2023-09-17
Changes: Sep 17, 2023
Version 1.73
* Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins
CapTrust Financial Advisors version 1.71
Updated At: 2023-07-29
Changes: Jul 29, 2023
Version 1.71
* Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic
Disclaimer
Official App Store Link
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