Testimonials

“If you want to provide a complete financial planning service, then a cash management solution is essential. KEEP offers me a solution for every level of client wealth. My clients find the portal easy to use and they can see that the rates are more than competitive and some of the highest rates in the space. KEEP is an essential part of my service offering.”

“Other Advisors should use KEEP – it’s a no brainer. KEEP is a higher yield than majority of online savings accounts, clients get higher insurance limits, and it’s another way to integrate the client into our planning & management. KEEP is a great value all-around, it helps clients appreciate the work we do, know we have their best interest at heart, and makes them want to bring over more assets!”

"KEEP has allowed us to expand our service offering to our clients by offering them not only an optimized solution for their cash, but also one that aligns with our commitment to community impact and social responsibility within the financial planning space."

“Our clients have increasingly expressed interest in total portfolio activation, and after struggling to identify quality, competitive-yielding cash options in the impact space, we decided to work with StoneCastle to offer a solution of our own.”