Free
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This mobile application allows clients of Keller Wealth Advisors to view financial plan information, account valuation, performance, and reporting information to those who are authorized users. This is an application developed specifically for mobile devices.
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What's New in Keller Wealth
5.14.0
September 10, 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
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