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Keep logoK
Specialized Planning

Keep

Optimize client cash, maximize yield, minimize risk.

"Keep is a cash management platform designed to help RIAs optimize client cash holdings for higher yield and FDIC insurance coverage. It enables advisors to automate cash sweeps and allocation across a network of partner banks, maximizing returns while minimizing risk. Keep is used by firms seeking to provide enhanced cash management services to their clients."

Launch Product Page
Consensus Grade
B+
82/100 Confidence
Institutional Verified
Market Position
Ranked #33 in Specialized Planning
Validated Adoption
740 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated cash sweep programs
FDIC insurance management
Yield optimization
Risk mitigation
Client cash balance reporting

Primary Use Cases

Optimizing client cash reserves for short-term goals
Managing cash flow for retirees
Creating emergency funds

Agentic Intelligence Briefing

"Keep automates and optimizes client cash management for RIAs, maximizing yield while minimizing risk through FDIC insurance and sweep programs."

Real-time Forensic Synthesis

Competitive Strengths

Specialized focus on cash management for clients
Potential to improve client financial outcomes through better cash flow planning
Addresses a specific need not always well-covered by general financial planning software

Adoption Hazards

Limited scope compared to comprehensive financial planning platforms
Requires integration with other tools for a holistic client view
Website provides minimal information for financial advisors

Stack Compatibility Profile

How Keep integrates into institutional RIA stacks.

740 Firms Analyzed
Riskalyze Online
98%
Stack Correlation
Nitrogen Wealth
97%
Stack Correlation
Elements Financial Planning
84%
Stack Correlation
Morningstar Office
73%
Stack Correlation
Advisor Websites (Responsive)
71%
Stack Correlation
Bloomberg Tax (BNA)
60%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to optimize client cash management.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Envestnet | Yodlee
2MX
3Personal Capital (for client-facing cash flow tools)

Value Proposition

"Keep helps RIAs deliver superior client outcomes by offering specialized cash management tools that complement existing financial planning platforms."

Vendor Dossier

Keep logoK
Keep
keep.com
Corporate Portal

Audit Your RIA Stack

See how Keep fits into your overall tech efficiency score.

Alternative Peer Landscapes

Avante

Healthcare and Medicare planning, simplified.

Deeper Intel

Bloomberg Tax (BNA)

Expert tax planning and compliance solutions for RIAs.

Deeper Intel

Capitaliz

Accurate business valuation for informed financial planning.

Deeper Intel

Carefull

Protecting client finances and family peace of mind.

Deeper Intel

CFS

Expert education planning solutions for financial advisors.

Deeper Intel

Covet

Empowering RIAs to deliver exceptional legacy planning.

Deeper Intel
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