A Year of Meaningful Technology Enhancements

In 2025, KEEP invested heavily in technology and operations to help advisors grow organically, improve client experiences, reduce friction, and scale with confidence. As a result of these updates and your partnership, more than $4.8 billion in client cash has moved through KEEP technology to your clients’ investment accounts. That scale reflects both the trust you’ve placed in us and our responsibility to help you attract held-away cash, and add meaningful value to client relationships through one of their most personal assets.

We’ll continue delivering additional enhancements in 2026 and will keep you updated along the way. Below is an overview of the enhancements our team delivered over the past year.

Platform Enhancements

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Scaling Efficiently

  • Salesforce integration
  • Enhanced single sign-on (SSO)
  • Bulk account onboarding
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Integrations Center

  • Portal view of active & available integrations
  • Daily updates on active Integrations
  • Advisors can request new integrations or support

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Streamlined Account Setup

  • Customized transaction authorization features
  • Additional advisor team visibility & permissions
  • Beneficiary designation included in application
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Account Security

  • SMS notifications of account activity
  • Account linking and transaction validation
  • Increased protection without added complexity
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Tech-Fueled Organic Growth

  • Turnkey client-facing content on portal
  • Tools to deepen client relationships and engage new prospects
  • Structured quarterly business updates to track growth

As you likely know, on December 17, 2025, StoneCastle was acquired by Fiserv, a Fortune 500 global leader in fintech and payments. Fiserv supports millions of merchant clients and thousands of financial institutions worldwide and brings deep technology, payments infrastructure, and operational capabilities to our organization. What’s important for you to know is this: the RIA and wealth management community is a strategic focus for our combined organization and KEEP remains purpose-built to serve advisors. 

The impact of your work continues to extend far beyond the platform. Together, we are helping reduce uninsured deposits while directing principal-protected dollars to thousands of communities across the country, which supports small businesses, affordable housing, farmers, infrastructure, and essential local initiatives. We are proud that KEEP is the only cash solution in the RIA space that can make that claim, and we’re grateful for your continued partnership as we build long-term client value, community impact, and the future of advisor-focused cash.