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1 of 101 storefronts
Content in en-US
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Information
Preview 2 platforms
iPhone 3 images
iPad 3 images
What’s New Version 1.96
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
Description
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.
Accessibility
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Version history 25 versions
Build 886790025v1.962026-06-13 17:31:22
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
Build 884821126v1.952026-05-04 19:36:31
• User login enhancements
• Performance Enhancements
• Bug Fixes
Build 882991720v1.942026-03-07 17:42:27
• User login enhancements
• Performance Enhancements
• Bug Fixes
Build 881499057v1.932026-01-17 07:16:39
• Updated vault experience
• Performance Enhancements
• Bug Fixes
Build 880874456v1.92.12025-12-22 21:00:54
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
Build 880566709v1.922025-12-13 17:00:52
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
Build 879534920v1.912025-11-08 14:47:13
* Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes
Build 878049303v1.90.12025-09-13 18:15:55
* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
Build 876654244v1.892025-07-26 16:20:05
* Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes
Build 875300241v1.882025-06-07 21:50:37
* Supportability and sustainability improvements
* Bug Fixes
Build 874258486v1.872025-04-29 15:08:37
* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements
Build 873009295v1.862025-03-08 12:47:18
* New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements
Build 871783569v1.852025-01-18 22:47:55
* Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements
Build 870903617v1.842025-01-06 18:51:12
* Enhanced the Vault Statement user experience to provide easier paths.
* Custodial statements are now consolidated for easy viewing in the new Vault Statements section.
* Supportability and Sustainability enhancements.
Build 869574030v1.832024-10-12 17:17:05
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
Build 868792942v1.822024-09-10 11:35:26
* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.
Build 867748266v1.812024-07-27 18:08:10
* Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements
Build 866536689v1.802024-06-08 21:45:54
* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability
Build 865279797v1.782024-04-22 19:35:31
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
Build 864092694v1.772024-03-08 01:45:56
* 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
Build 863017115v1.762024-01-20 23:08:38
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
Build 862054937v1.752023-12-09 05:46:39
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
Build 861007027v1.742023-10-28 06:12:14
* 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.
Build 859934105v1.732023-09-17 15:40:14
* 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
Build 858809279v1.712023-07-29 23:34:12
* 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
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 101 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 4 | 4.0 | 1.96 |
Not available in: AE, AF, AL, AM, AT, AU, AZ, BA, BE, BG, BH, BM, BN, BT, BY, CA, CH, CN, CY, CZ, DE, DK, EE, EG, ES, FI, FJ, FM, FR, GB, GE, GR, HK, HR, HU, ID, IE, IL, IN, IQ, IS, IT, JO, JP, KG, KH, KR, KW, KZ, LA, LB, LK, LT, LU, LV, MD, ME, MK, MM, MN, MO, MR, MT, MV, MY, NL, NO, NP, NR, NZ, OM, PG, PH, PK, PL, PT, PW, QA, RO, RS, RU, SA, SB, SE, SG, SI, SK, TH, TJ, TM, TO, TR, TW, UA, UZ, VN, VU, XK, YE, ZA
Change log 28 changes · US
✎
releaseNotes updated
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
✎
description updated
For CapTrust Financial Advisor clients, an easy way to view and manage your investment accounts, anytime, anywhere from your mobile device. Contact your CapTru
✎
name updated
CapTrust Financial Advisors
◆
Version 1.96 released
• Login Security Enhancements
• Performance Improvements
• Bug Fixes
◆
Version 1.95 released
• User login enhancements
• Performance Enhancements
• Bug Fixes
◆
Version 1.94 released
• User login enhancements
• Performance Enhancements
• Bug Fixes
◆
Version 1.93 released
• Updated vault experience
• Performance Enhancements
• Bug Fixes
◆
Version 1.92.1 released
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
◆
Version 1.92 released
• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes
◆
Version 1.91 released
* Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes
◆
Version 1.90.1 released
* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
◆
Version 1.89 released
* Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes
◆
Version 1.88 released
* Supportability and sustainability improvements
* Bug Fixes
◆
Version 1.87 released
* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements
◆
Version 1.86 released
* New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements
◆
Version 1.85 released
* Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements
◆
Version 1.84 released
* Enhanced the Vault Statement user experience to provide easier paths.
* Custodial statements are now consolidated for easy viewing in the new Vault Statements section.
* Supportability and Sustainability enhancements.
◆
Version 1.83 released
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
◆
Version 1.82 released
* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.
◆
Version 1.81 released
* Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements
◆
Version 1.80 released
* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability
◆
Version 1.78 released
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
◆
Version 1.77 released
* 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 variou
◆
Version 1.76 released
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
◆
Version 1.75 released
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
◆
Version 1.74 released
* 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.
◆
Version 1.73 released
* 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-ad
◆
Version 1.71 released
* 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