About this App
The application is designed for Kelly customers and centralizes all the assets managed through us, so that with a quick and convenient login you can see your and your family members' financial, pension and insurance assets, perform actions, send requests, update the status of a claim or complete missing products, all this easily and quickly.
There is no longer any need to log into accounts at all the investment houses and insurance companies to consolidate all your assets, Kelly's personal app does it for you!
What awaits you in the app?
• Up-to-date information on the status of your financial assets, including where
They are invested, routes, returns, management fees and lots of other information
that will help manage your money better.
• Concentration of assets - all the most important data and information in your investments
found at the click of a button, including asset composition, product distribution,
Managing companies, investment avenues, distribution of exposures,
Weighted returns and lots more information.
Of course, all data can be exported to Excel or PDF reports
by dates and by products.
• Information on the state of pension assets - pensions and insurance
Managers, which includes provisions for retirement age, compensation and more.
• Insurance information for you and your family members including the types
The existing policies for you, the coverages, and any deficiencies
Pay attention to them.
• Fast actions - through the website you can request reports, update
details, file a claim, contact customer service and schedule an appointment
personally without any effort.
• Did you perform an action or request a report? You can see what on the website
The status of the application and at what stage in the process it is.
The Kelly Group wishes you to get the most out of the app!
