KP Portal

The easiest way to check your Keel Point investment accounts, even on the go!

App info

Version :

5.17.0

Category :

Business

Update :

January 21, 2025

Installs :

Developer :

Keel Point, LLC

Requires Android :

Android 4.1+

Content Rating :

Everyone

Get it on :

Download APK

App description

Android App Analysis and Review: KP Portal, Developed by Keel Point, LLC. Listed in Business Category. Current Version Is 5.17.0, Updated On 21/01/2025 . According to users reviews on Google Play: KP Portal. Achieved Over 66 Installs. KP Portal Currently Has 1 Reviews, Average Rating 5.0 Stars

Using our mobile app, you can quickly and easily monitor your account balances, holdings, and investment activity. It also provides you with your advisor’s contact information in case you need to get in touch with them at any point. Some key features of the app are: Easy, Convenient & Secure • Simply login to the app using your same Keel Point Client Portal username and password (or follow alternative instructions if provided) • No sensitive account information is ever stored on your mobile device Connects you with the details: • Quickly check account balances 24/7 • View charts summarizing accounts • Click to call or email your financial advisor

We are currently offering version 5.17.0. This is our latest, most optimized version. It is suitable for many different devices. Free download directly apk from the Google Play Store or other versions we're hosting. Moreover, you can download without registration and no login required.

We have more than 2000+ available devices for Samsung, Xiaomi, Huawei, Oppo, Vivo, Motorola, LG, Google, OnePlus, Sony, Tablet ... with so many options, it’s easy for you to choose games or software that fit your device.

It can come in handy if there are any country restrictions or any restrictions from the side of your device on the Google App Store.

What's New

- 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