How it works
Keeping track of your money shouldn't be complicated.
InvestorKeep gives you an easy way to monitor your finances helping you earn more, keep more, and live more.
Stay in the know with 24/7 account monitoring.
Know exactly what is happening with all of your finances.
- Receive notification to changes in fit, fees and quality of your finances
- Preformatted templates let you share alerts directly with your financial professional, saving you time and money.
Invest smarter with alerts and analytics.
Be alerted when your investments are no longer the right fit.
- Have your investments analyzed for financial and market performance
- Get real-time alerts when your investment risk changes and could impact your returns
Understand your financial position and develop a plan to achieve your goals.
Use our financial monitoring service for information your statements won't show you.
- View all of your accounts and your financial standing on a comprehensive dashboard
- Have all financial activity monitored for proper account management
- Gain financial knowledge allowing more proactive and strategic conversations with your financial professionals to minimize tax liability, manage risk, and meet your long-term goals.