Freestone Capital Management 2.0.937443

Freestone Capital Management ❘ Freeware ❘
iOS
out of 3 votes

Latest Version
2.0.937443 Safe to install

This application offers a comprehensive financial dashboard, enabling users to manage their finances effectively. With features such as a document vault, interactive reports, and budgeting tools, it presents a secure and user-friendly mobile experience.

Key Features:

Interactive dashboard that provides a thorough overview of your financial status.
Dynamic reports delivering up-to-date investment information.
Document vault for the secure exchange of files with your financial advisor.
An array of additional tools designed to enhance your financial management experience.

Overview

Freestone Capital Management is a Freeware software in the category Business developed by Freestone Capital Management.

The latest version of Freestone Capital Management is 2.0.937443, released on 01/12/2025. It was initially added to our database on 01/12/2025.

Freestone Capital Management runs on the following operating systems: iOS.

Users of Freestone Capital Management gave it a rating of 5 out of 5 stars.

Pros

Experienced investment management team with a long track record of performance.
Provides personalized wealth management services tailored to individual clients' needs.
Offers a wide range of investment strategies, including equity, fixed income, and alternative investments.
Focus on risk management to help preserve capital and reduce volatility.
Regular communication and reporting keeps clients informed about their investments.

Cons

Fees might be considered high compared to other investment management firms.
Limited availability for clients outside certain geographic areas or wealth thresholds.
Potential conflicts of interest due to the agency's commission structures or affiliated products.
Investment strategies may not align with all investor risk tolerances or financial goals.
Some users report slower response times for inquiries or customer service issues.

Screenshots (Click to view larger)

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Stolz WM Mobile

The mobile application developed by Stolz & Associates offers users the capability to access their investment accounts seamlessly.

Latest Version
2.0.937443

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