HamiltonCapital

Hamilton Capital Finance

Client portal where current clients can access managed account information.

Downloads: 10+; on Google Play
Price: Free; No in-app purchases
Updated: Jan 22; 2025 · v5.17.0

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About HamiltonCapital

Welcome to Hamilton Capital’s secure online Client Portal through Orion Advisor Services, our portfolio management software partner.
With this portal, you’ll be able to take advantage of the following features:
-Access to view all accounts
-Electronic access to statements, if elected
-Dashboard view of account information
-Access to custodial statements
There will also be quick links to other tools, such as our Wealth Management System (WMS) and Charles Schwab.

What’s new

Version 5.17.0 · Updated January 22, 2025

- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes

App details

HamiltonCapital is a free Finance app for Android with 10+ installs on Google Play. It was released on January 8, 2024 and last updated on January 22, 2025. It's developed by Hamilton Capital. It requires Android 6.0 or later.

Category: Finance
Installs: 10+
In-app purchases: No
Ads: No ads
Version: 5.17.0
Requires Android: 6.0
Content rating: Everyone
Released: January 8, 2024
Last updated: January 22, 2025
Developer: Hamilton Capital

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Grade D

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Alternatives to HamiltonCapital

Looking for apps like HamiltonCapital? Here are 6 similar Android apps on Google Play. The highest rated is Wealthfront: Save and Invest (4.9/5), and all 6 are free to download.

HamiltonCapital vs. alternatives
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HamiltonCapital	–	Free	10+	Jan 22, 2025
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HamiltonCapital

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About HamiltonCapital

What’s new

Alternatives to HamiltonCapital

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