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
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
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