Curtis Capital app for iPhone and iPad

4.8 ( 7968 ratings )

Finance
Developer: Curtis Capital Advisors LLC

Free

Current version: 1.0, last update: 2 months ago
First release : 05 Jul 2024
App size: 457 Kb

Track your net worth including your managed investment portfolios
View each of your accounts individually to further analyze performance, allocations and more
Streamline communication with your financial advisor using two-way document sharing via the secure vault
Receive notifications when your advisor has posted a document to your vault