About
Access your investment portfolio directly from your smartphone. View holdings, track performance, and review portfolio activity with this client portal.
What's New in Kanawha Capital Management
5.14.0
September 6, 2024
- 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
MoreFAQ
What can I see in the Kanawha Capital Management app?
The Kanawha Capital Management app allows you to view valuable information about your portfolio, including your holdings, performance, and recent portfolio activity directly from your smartphone.
Is the Kanawha Capital Management app secure?
As a client portal, the app is designed to provide secure access to your financial information. Specific security protocols are implemented by Kanawha Capital Management to protect client data.
What devices does the Kanawha Capital Management app support?
The Kanawha Capital Management app is available for iPhone, iPad, and iPod devices, allowing clients to access their portfolios across various Apple mobile devices.
How often is the Kanawha Capital Management app updated?
The app was last updated on September 6, 2024, with version 5.14.0. This indicates a commitment to regular updates and maintenance for the application.
What is the user rating for the Kanawha Capital Management app?
The Kanawha Capital Management app has received a perfect rating of 5.0 stars from one user rating, suggesting a highly positive initial user experience.
Does Kanawha Capital Management have ads?
No, the Kanawha Capital Management app does not contain advertisements, providing an uninterrupted experience for clients viewing their financial information.
What is the age rating for the Kanawha Capital Management app?
The Kanawha Capital Management app has an age rating of 4+, making it suitable for users of all ages to access and manage their financial portfolios.
Can I make transactions through the Kanawha Capital Management app?
The description focuses on viewing portfolio information such as holdings, performance, and activity. It does not specify if transaction capabilities are included within the app.
