InvestorKeep

Software DevelopmentCalifornia, United States11-50 Employees

InvestorKeep is an enterprise class platform actively monitoring and analyzing customer financial accounts, alerting them to areas of concern that lead to lower returns.  The platform provides customers with an automated way to share these concerns with their financial professional. 
With InvestorKeep, financial professionals gain powerful customer insights leading to expanded market share, growth of assets under management, and increased revenue. All while boosting customer returns, trust, and satisfaction.

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