Krilogy

Content rating
Everyone
10+
Downloads
Content rating
Everyone
Learn more
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About this app

See your complete financial picture with the Krilogy app. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, 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 storing, sending, and receiving files with your wealth advisor.
- And More!
Updated on
Feb 5, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
Content rating
Everyone
Learn more

App support

About the developer
Krilogy Financial LLC
admin@krilogy.com
275 N Lindbergh Blvd Ste 20 Saint Louis, MO 63141 United States
+1 314-884-2812