KSW Wealth
Finance
Free · Designed for iPad. Not verified for macOS.
With its intuitive layout and robust features, the KSW Wealth Management mobile app can present just the information you need in a format that is accurate, personalized, and easy to understand. Bold graphics and an insightful user interface provide 24/7 access to: • View your total portfolio through the dashboard • Check account balances, performance summaries, asset allocation, holdings, etc. • Send secure messages to your trusted advisor • Up-to-date market data • Dynamic, interactive reports • Document vault for securely sending and receiving files with your advisor • And more! To get the best performance and security, ensure your device is running on the latest version of iOS and enable push notifications for important alerts.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
The developer, Keyes, Stange & Wooten Wealth Management, LLC, 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:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Keyes, Stange & Wooten Wealth Management, LLC
- Size
- 39.3 MB
- Category
- Finance
- Compatibility
Requires iOS 13.4 or later.
- iPhone
Requires iOS 13.4 or later. - iPad
Requires iPadOS 13.4 or later. - iPod touch
Requires iOS 13.4 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2024 Keyes, Stange & Wooten Wealth Management, LLC