KWB Wealth5.16.0
Publisher Description
This mobile app allows you to view your KWB Wealth account balances and view your portfolio investments.
Version History - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.16.0 12/14/2024 - 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 5.14.0 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.4 12/16/2023 Updated Logo 4.3.0 07/01/2020 Updates to available integrations 4.1.0 07/19/2018 - Forgot Password
- Cloud Storage
- Commentary
- Fixes account display 3.3.0 10/03/2017 3.25 03/25/2017
About KWB Wealth
The company that develops KWB Wealth is KWB WEALTH. The latest version released by its developer is 5.16.0.
To install KWB Wealth on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 4 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the KWB Wealth as malware if the download link is broken.
How to install KWB Wealth on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the KWB Wealth is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After KWB Wealth is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 5.16.0
posted on 2026-10-14
Version History - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes 5.16.0 12/14/2024 - 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 5.14.0 09/11/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.4 12/16/2023 Updated Logo 4.3.0 07/01/2020 Updates to available integrations 4.1.0 07/19/2018 - Forgot Password
- Cloud Storage
- Commentary
- Fixes account display 3.3.0 10/03/2017 3.25 03/25/2017
version 5.16.0
posted on 2024-12-14
Dec 14, 2024
Version 5.16.0
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
version 5.16.0
posted on 2024-12-14
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
version 4.3.0
posted on 2020-07-01
Jul 1, 2020
Version 4.3.0
Updated Logo
