Pallas Capital app for iPhone and iPad

4.6 ( 256 ratings )

Finance Business
Developer: Pallas Capital Advisors, LLC

Free

Current version: 5.9.0, last update: 4 months ago
First release : 08 May 2021
App size: 34.03 Mb

Welcome to the Pallas Capital Advisors mobile application, where users have access to their portfolio data in a simple, stylish interface. This app provides an intuitive financial dashboard of your finances, document vault, and interactive reports - all in a secure and easy-to-use mobile app. TOP FEATURES - Interactive Dashboard showing you your comprehensive financial picture - A snapshot of your total portfolio on a combined basis or by individual accounts - Dynamic reports with current investment information - Document Vault for securely sending and receiving files Users of this app must first contact their advisor for login credentials