BKM Wealth 4+
BKM Wealth Management, LLC
Designed for iPad
-
- Free
Screenshots
Description
BKM Wealth Management's mobile app allows clients anytime access to their finances. You can easily view the most important parts of your financial life. Connect and view your accounts for an organized view of your complete financial picture. Review your financial goals and priorities to ensure that your plan is always up to date. You can also securely upload documents and communicate with your financial advisor. If you are a client of BKM Wealth Management and would like to discuss access to this tool, please contact your financial advisor. BKM Wealth Management is an SEC registered investment advisory firm based in Brookfield, Wisconsin. BKM serves clients as their fiduciary, putting their best interests first. They provide financial planning and investment management to a select group of clients, and serve as consultants to 401(k) plan sponsors. Financial advisors whose mission is to positively impact lives. www.bkmwm.com
What’s New
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Ratings and Reviews
App Privacy
The developer, BKM 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, for example, based on the features you use or your age. Learn More
Information
- Seller
- BKM Wealth Management, LLC
- Size
- 35.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 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 BKM Wealth Management, LLC
- Price
- Free