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Keebeck Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture

Keebeck Wealth Management

by Keebeck Partners, LLC

What is it about?

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:

App Details

Version
3.8.0
Rating
(1)
Size
36Mb
Genre
Finance
Last updated
August 5, 2024
Release date
August 5, 2024
More info

App Screenshots

App Store Description

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

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