About
Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Securely aggregate all your financial information in one place, including retirement plans, with advanced planning tools.
What's New in Keebeck Wealth Management
10.0.0
October 13, 2025
Bug fixes and enhancements
Developer apps
FAQ
What is Keebeck Wealth Management?
Keebeck Wealth Management provides clients with advanced portfolio reporting and financial planning tools. It allows users to monitor investments, aggregate outside accounts, and access retirement plan information securely.
Is Keebeck Wealth Management secure?
Yes, Keebeck Wealth Management uses financial-grade encryption for data and SSL for viewing to keep your financial information safe and secure within the portal.
What devices does Keebeck Wealth Management support?
Keebeck Wealth Management is available on iPhone and iPod devices.
How often is Keebeck Wealth Management updated?
The latest version, 10.0.0, was last updated on October 13, 2025, indicating regular updates to maintain functionality and security.
What are the key features of Keebeck Wealth Management?
Key features include detailed portfolio and analytics, the ability to aggregate and connect outside accounts, direct access to retirement plans, advanced financial planning calculators, and a secure document portal.
Does Keebeck Wealth Management have ads?
No, Keebeck Wealth Management is ad-free, providing an uninterrupted user experience.
What is the age rating for Keebeck Wealth Management?
Keebeck Wealth Management has an age rating of 4+, making it suitable for a wide range of users.
What is the user sentiment for Keebeck Wealth Management?
Based on the available data, the app has a perfect 5.0-star rating from one review, suggesting a highly positive initial user experience.
