Keebeck Wealth Management app for iPhone and iPad

4.8 ( 7008 ratings )

Finance
Developer: Keebeck Partners, LLC

Free

Current version: 5.0.0, last update: 1 month ago
First release : 05 Aug 2024
App size: 37.03 Mb

Keebeck Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture. Your financial information is kept safe and secure within the portal using financial-grade encryption for your data and SSL for your viewing. Feature highlights include:

- Detailed Portfolio & Analytics
- Aggregate & Connect Outside Accounts (All your money in one place)
- Direct Access to Your Up-To-Data Retirement Plan
- Advanced Financial Planning Calculators
- Secure Document Portal