About KWB Wealth
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...
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
Previous Versions
Here you can find the changelog of KWB Wealth since it was posted on our website on 2023-09-06 18:00:48.
The latest version is 5.16.0 and it was updated on 2026-06-10 15:56:56. See below the changes in each version.
KWB Wealth version 5.16.0
Updated At: 2026-06-10
Changes: 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
KWB Wealth version 5.16.0
Updated At: 2024-12-14
Changes: - 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
KWB Wealth version 5.16.0
Updated At: 2024-12-14
Changes: 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
KWB Wealth version 4.3.0
Updated At: 2020-07-01
Changes: Jul 1, 2020
Version 4.3.0
Updated Logo
Disclaimer
Official App Store Link
We do not host KWB Wealth on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for KWB Wealth is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
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