Planner Capital Management
Planner Capital Management Business iPhoneiPadiPod touch
Planner Capital Management is a free Business app for iPhone and iPad by Planner Capital Management. Requires iOS 15.1. Updated September 29, 2026.
- Price
- Free
- on the App Store
- Size
- 27 MB
- Age 4+
- Updated
- Sep 29
- 2026 · v1.0.1
Screenshots
About Planner Capital Management
Planner is the client app for family-office members — a calm, private view of your wealth in one place. • Total portfolio value and how it changes over time • Holdings across all your accounts and managers • Performance and year-to-date returns • Exposures by asset class, currency, geography and more • Pension and available cash at a glance • Full Hebrew (right-to-left) and English Your data is provided by your family office and shown to you alone. Planner is a viewing tool — it does not place trades and does not provide investment, tax or legal advice. Access is by invitation from your family office.
What’s new
Version 1.0.1 · Updated September 29, 2026
Bug fixes and improvements
App privacy
The developer, Planner Capital Management, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Contact Info: Email Address
- Usage Data: Product Interaction
- Diagnostics: Crash Data, Performance Data
Used for: App Functionality
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Diagnostics: Other Diagnostic Data
Used for: App Functionality
Alternatives to Planner Capital Management
Looking for apps like Planner Capital Management? Here are 3 similar apps on the App Store. The highest rated is Dolphin Boiler (5.0/5), and all 3 are free to download.
