Capital Advisers, Inc., a component of the Capital Investment Companies Ensemble Platform, offers a mobile application designed to enhance client engagement and financial management. This app enables users to view account information, balances, and facilitates easy communication with their advisors. Recent updates have introduced features such as custom date selection for in-depth portfolio reviews, toggling between different versions of financial plans, and access to behavioral finance assessments like BeFi20 and PulseCheck. Additionally, users can now monitor managed account daily performance changes, sort orders, allocation groupings, realized gains/losses, and household-level transactions. These enhancements reflect Capital Advisers’ commitment to providing clients with comprehensive tools for informed financial decision-making.