Free
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About
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
5.23.1
October 12, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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