Masala Capital 4+

CircleBlack, Inc.

Designed for iPad

    • Free

Screenshots

Description

Conveniently access the Masala Capital portal through your mobile device. Through our portal, you may:

· Access your investment and custodial accounts;

· Access held-away accounts;

· Review your account holdings;

· Evaluate the performance of your investments given your financial goals and risk tolerance
profile;

· Access any financial plans that you may have shared with Masala;

· Interact with your adviser;

· Review invoices and fees charged to you; and,

· Upload and access any necessary information and documents that are requested of, or shared
with, you (incl. any completed KYC forms, client questionnaires, investment policy statements,
performance reports, quarterly reports, invoices, authorization forms, and other important
documents related to your account).



To find out more about Masala Capital, please visit: https://www.masalacapital.com

What’s New

Version 23.3.0

Push Notifications:
- When the Masala Capital platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the Masala Capital mobile app.
- Push notifications can be toggled on and off in the app’s settings.

App Privacy

The developer, CircleBlack, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • User Content
  • Search History
  • Identifiers
  • Usage Data
  • Diagnostics
  • Other Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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