Boutique independent advisory firm Keebeck Wealth Management announced a partnership with Qdeck to provide clients with highly personalized and seamless access to insights on potential investment strategies. Qdeck is a fintech company that utilizes the power of generative AI and investment technology for registered investment advisors (RIAs) and will empower Keebeck to collaborate with clients on the Qadvisor platform efficiently.
Qadvisor enables Keebeck Wealth Management to provide its clients with enhanced digital experiences, including real-time financial insights and streamlined communication. These empower Keebeck’s advisors to analyze vast amounts of data to deliver tailored advice and insights based on comprehensive market analyses and individual financial goals.
The integration of Qadvisor in Keebeck’s wealth management services showcases a significant advancement in the use of AI technology within the financial industry.
KEY QUOTES:
“Our collaboration with Qdeck and use of the company’s Qadvisor platform represents a pivotal moment in our mission to provide exceptional, highly personalized service and innovative wealth management services that deliver alignment, access and an edge. We go to great lengths to vet best-in-class technology to ensure our clients’ unique needs and investing aspirations are at the forefront of our advisory process.”
– Bruce K. Lee, Founder and CEO of Keebeck Wealth Management
“We are thrilled to partner with Keebeck Wealth Management and integrate Qadvisor into their suite of service offerings. This partnership underscores our shared commitment to leveraging technology to enhance the wealth management experience and offer clients unparalleled personalized service and strategic investment solutions.”
– Qdeck’s CEO Jagdeesh Prakasam
