# Klingman & Associates

> Klingman & Associates (iPhone/iPad app by Klingman & Associates, LLC.)

- Source: https://appshunter.io/ios/app/klingman-and-associates/id1412154571 (this page in markdown: same URL + `.md`)
- Developer: [Klingman & Associates, LLC](https://appshunter.io/developer/1412154570)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2018-07-29
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/klingman-and-associates/id1412154571/reviews.md

## What is Klingman & Associates?

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.	

TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!


## Version history (last 5 releases)

### 2.0.1309696 — 2024-12-19

Updated features

### 2.0.1210129 — 2024-04-04

Updated features and removed bugs.

### 2.0.918054 — 2022-02-04

Updated.

### 2.0.2160 — 2018-10-19

Bug fixes and stability improvements.

### 2.0 — 2018-07-18

No release notes.

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*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 2026-05-18.*