# Kedrec Mobile

> Kedrec Mobile (iPhone/iPad app by Kedrec LLC.)

- Source: https://appshunter.io/ios/app/kedrec-mobile/id6447216586 (this page in markdown: same URL + `.md`)
- Developer: [Kedrec LLC](https://appshunter.io/developer/1680618897)
- Category: Finance, Business
- Price: Free
- Age rating: 17+
- Requires: iOS 13.0 · 16 MB
- Languages: English
- Released: 2023-04-05
- Data updated: 2026-05-14
- User reviews in markdown: https://appshunter.io/ios/app/kedrec-mobile/id6447216586/reviews.md

## What is Kedrec Mobile?

Kedrec mobile app provides greater visibility into both clients' overall financial picture and Kedrec's wealth advisory services.

For clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for Kedrec and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

This application is free to download.


## Version history (last 2 releases)

### 3.4.0 — 2024-08-22

Updated Terms of Use

### 3.3.5 — 2023-04-06

No release notes.

## Apps similar to Kedrec Mobile

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Morningstar for Advisors](https://appshunter.io/ios/app/morningstar-for-advisors/id1234147091) | 3.8 (12) | Free | Finance |
| [Grigg Financial Solutions](https://appshunter.io/ios/app/grigg-financial-solutions/id1489487279) | — | Free | Finance |
| [Butler, Lanz & Wagler](https://appshunter.io/ios/app/butler-lanz-and-wagler/id1489732321) | — | Free | Finance |
| [Bangerter Financial Services](https://appshunter.io/ios/app/bangerter-financial-services/id1496014581) | — | Free | Finance |
| [Master Plan Retirement Consult](https://appshunter.io/ios/app/master-plan-retirement-consult/id1515809770) | — | Free | Finance |
| [Executive Wealth Management](https://appshunter.io/ios/app/executive-wealth-management/id1490614116) | — | Free | Finance |

## Related topics

[kedrec mobile](https://appshunter.io/ios/topics/kedrec-mobile)

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-14.*