Increase assets under management.

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Built for financial advisors by financial advisors.

InvestorKeep gives advisors more opportunities to engage with clients and capture assets held away 

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Investorkeep offers unbiased financial account monitoring, alerting users and their financial advisors to changes in their portfolios

Grow your book

Alerts on fit, fee, and quality across all accounts allow you to grow current client assets

Increase client communication

Alerts shared with you, as the default advisor, create proactive actionable opportunities to engage clients.

Become your client's most trusted advisor

Strengthen client relationships by helping them make wise financial decisions across all accounts.

Get started in under 5 minutes

Sign up free and try it yourself


Receive a free account and see it from the client's perspective

Your clients will receive a discounted promotional rate

Invite clients


Receive alerts from clients

As the advisor of choice, client alerts can be shared with you


InvestorKeep has been a game changer for my clients. I was able to provide feedback on assets held away and eventually brought them into my book. I highly recommend InvestorKeep for any financial advisor.


- Scott Curry, Financial Advisor

Grow your book with InvestorKeep.

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(530) 809-1246


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