KSW Wealth 4+

Keyes, Stange & Wooten Wealth Management, LLC

專為 iPad 設計

    • 免費

簡介

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.

新內容

版本 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

App 隱私權

開發者「Keyes, Stange & Wooten Wealth Management, LLC」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊,請參閱開發者的隱私權政策

會與你連結的資料

系統可能會收集以下資料,並將其與你的身分連結:

  • 使用狀況資料

不會與你連結的資料

系統可能會收集以下資料,但不會將其與你的身分連結:

  • 識別碼
  • 診斷

隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解

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