Kwidz is a mobile app designed to teach kids the fundamentals of personal finance. The app allows kids to set savings goals, view their transactions and track their success.
Kwidz is a great tool to engage your customers and demonstrate the value of your services across generations. Whether your clients are Boomers, Gen X or millennials , they can use Kwidz to teach their children and/or grandchildren the value of money.
Kwidz is a free addition for any client with a Pro subscription.
If a client wants to use the Kwidz app, you’ll need to enable access for your clients within your portal.
To enable Kwidz for your clients:
- In your Partner Portal, Configure>Mobile App.
- On the top of the Mobile App preference page, there is a box that says Enable Kwidz. Tick the box to enable all clients to have availability to use.
- This will allow clients to set up Kwidz for their children in their portal.
You may want to view Setting up Kwidz in the portal for your kids