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Ratings
📼4 scs
Content
📦~ in 5 months
Updates frequency
🗣❌ unsupported
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- Versions
- Price History
- Description
- FAQ
All Versions of KP Portal
5.13.1
June 4, 2024
- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
More5.9.0
April 10, 2024
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
More5.6.4
December 16, 2023
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
More5.5.0
September 1, 2023
Bug fixes and performance enhancements.
5.4.0
February 10, 2023
Bug fixes and performance updates
5.2.18
June 29, 2022
Bug fixes and performance updates
4.1.0
February 5, 2019
Price History of KP Portal
Description of KP Portal
Using our mobile app, you can quickly and easily monitor your account balances, holdings, and investment activity. It also provides you with your advisor’s contact information in case you need to get in touch with them at any point. Some key features of the app are: Easy, Convenient & Secure • Simply login to the app using your same Keel Point Client Portal username and password (or follow alternative instructions if provided) • No sensitive account information is ever stored on your mobile device Connects you with the details: • Quickly check account balances 24/7 • View charts summarizing accounts • Click to call or email your financial advisor
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KP Portal: FAQ
Yes, the software for KP Portal is compatible with iPads.
Keel Point, LLC launched the KP Portal app.
KP Portal requires iOS 13.4 or later.
KP Portal has not received any user ratings yet.
Finance Is The App Genre Of The Kp Portal App.
The current version of the KP Portal app is 5.13.1.
The KP Portal app was last updated on July 3, 2024.
KP Portal was released on February 5, 2023.
Child-friendly content, no violence or scary images.
The KP Portal app can be used in English.
Sorry, KP Portal is not available on Apple Arcade.
Sorry, in-app purchases are not accessible within KP Portal.
No, you cannot utilize KP Portal with Apple Vision Pro.
