Keebeck Client Spotlight
Keebeck streamlines asset management and enhances client service with Envestnet RIA Marketplace and comprehensive wealth management tools
Envestnet solved Keebeck’s immediate need for an automated, high-performance billing solution. The Envestnet Tamarac platform also provided powerful reporting capabilities, a customizable white-label app to optimize the client experience, and the ability to integrate outside assets such as private holdings, private stock, and real estate. Read our client spotlight to learn more.