KSW Wealth 4+
Keyes, Stange & Wooten Wealth Management, LLC
Designed for iPad
-
- Free
Screenshots
Description
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.
What’s New
Version 5.14.0
- 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
App Privacy
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
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Keyes, Stange & Wooten Wealth Management, LLC
- Size
- 39.3 MB
- Category
- Finance
- Compatibility
-
- 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.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Keyes, Stange & Wooten Wealth Management, LLC
- Price
- Free