Keebeck Wealth Management 4+
Keebeck Partners, LLC
Designed for iPhone
-
- Free
iPhone Screenshots
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
What’s New
Version 4.3.0
Bug fixes and enhancements
Ratings and Reviews
App Privacy
The developer, Keebeck Partners, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Keebeck Partners, LLC
- Size
- 38.6 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Envestnet Financial Technologies
- Price
- Free