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Kedrec Mobile

Kedrec mobile app provides greater visibility into both clients' overall financial picture and Kedrec's wealth advisory services

Kedrec mobile app provides greater visibility into both clients' overall financial picture and Kedrec's wealth advisory services

Kedrec Mobile

by Kedrec LLC
Kedrec Mobile
Kedrec Mobile
Kedrec Mobile

What is it about?

Kedrec mobile app provides greater visibility into both clients' overall financial picture and Kedrec's wealth advisory services.

Kedrec Mobile

App Details

Version
3.4.0
Rating
NA
Size
16Mb
Genre
Finance Business
Last updated
August 22, 2024
Release date
April 5, 2023
More info

App Screenshots

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App Store Description

Kedrec mobile app provides greater visibility into both clients' overall financial picture and Kedrec's wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Kedrec and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.

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