Keep More, Earn More, Live More.

Financial portfolios can lose well over $100K to the implications of investment fit, fees, and quality. InvestorKeep gives you an easy way to monitor all of your finances helping you keep and earn more.

InvestorKeep Alerts Are Tailored To Your Financial Needs

InvestorKeep financial alerts give you an instant way to share your concerns with your financial professional. On any account, from anywhere.

Gain The Insight and Tools Needed To Get The Most Out of Your Finances

Keep What's Yours

Complete our quick financial risk profile and securely link all of your financial accounts. Getting started only takes a few minutes

Maximize Your Returns

We'll alert you to any emerging issues affecting the quality of finances, so you'll always get the most out of your money

Reach Your Goals

Know what conversations to have with your financial professional to minimize tax liability, manage risk, and meet your long-term goals

Who is InvestorKeep For?

Anyone with bank or financial accounts that wants to make the most of their money

Customers that want personalized offerings

Customers that want integration across digital and physical channels (digital alerts but personal help when needed)

People starting their financial journey that want to be sure they have the best products, at the best costs, for the best reasons

Customers seeking enhanced communication with their financial professional.

People that want to be alerted to challenges and opportunities in their finances that could be costing them money.

And yes! Investors!

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InvestorKeep Sends Alerts When You Are Losing Money

We'll alert you to unnecessary fees, risks, and other emerging issues affecting the quality of your finances

Fee Alert

Mutual Fund Fee Above Average

Your Acme Growth mutual fund fee is 20% above the average. Investing in low cost mutual funds can save you thousands of dollars in fees. For example, on a 100,000 investment if you saved 1% in fund costs you would gain $1,000 per year and the compounding impact would be tens of thousands.

Potential returns: Tens of thousands of dollars

Fit Alert

Portfolio Not Inline With Risk Profile

Proper asset allocation can save you tens of thousands of dollars and in some cases hundreds of thousands. Assume you are willing to take a little risk, but your asset allocation is risk averse. Your returns on 100,000 may be a risk-free rate of 3%, but with a little additional risk you could have made 5%. That's $2,000 over the year and is tens of thousands of dollars as it compounds over the years.

Potential returns: Potentially hundreds of thousands of dollars

Quality Alert

Investment Rating Has Decreased

Acme Growth rating has recently decreased to a 3 star rating. Five star funds tend to outperform their category by 1.25%. On $100,000 that's an extra $1,250 a year and tens of thousands of dollars as it compounds over the years.

Potential returns: Tens of thousands of dollars

Most People Are Losing Money and Don't Even Know It

A Forbes study showed...

53%

of people don't know how much they're paying in fees

10%

don't realize they pay fees

$369K

is the average amount paid in fees over a lifetime

Fees are unavoidable, excessive fees shouldn't be

How It Works

Start maximizing your financial returns today.

Sign up and add your financial accounts

Receive alerts to areas of opportunity

Share alerts with your financial professional to ensure they are addressed

Your Security Is Our Top Priority

Have the piece of mind your information is safe and secure

We never store or have access to your bank account login information

All data is encrypted following highest security industry standards

We perform regular third-party security audits to test and verify the integrity of our systems

Learn More About Our Security

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