Keebeck Wealth Management Partners with Qdeck to Revolutionize Client Experiences Through AI Technology

CHICAGOMarch 20, 2024 /PRNewswire/ — Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced today its partnership with Qdeck to provide Keebeck’s clients with highly personalized and seamless access to information and insights on potential investment strategies.

Qdeck, the fintech company that harnesses the power of generative AI and investment technology for registered investment advisors (RIAs), will empower Keebeck to efficiently collaborate with clients on the Qadvisor platform.

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.

Bruce K. Lee, Founder and CEO of Keebeck Wealth Management, emphasized the significance of this partnership, stating, “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.”

Qdeck’s CEO, Jagdeesh Prakasam, also expressed enthusiasm about the partnership, highlighting the benefits of combining Qdeck’s technological prowess with Keebeck’s wealth management expertise: “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.”

The integration of Qadvisor into Keebeck’s wealth management services marks a significant advancement in the use of AI technology within the financial industry. This partnership not only sets a new standard for client service but also demonstrates Keebeck Wealth Management’s ongoing dedication to innovation and excellence in wealth management.

For more information about Keebeck Wealth Management, visit https://www.keebeck.com/.

For more information about Qdeck, visit https://qdeck.ai.

About Keebeck Wealth Management

Keebeck Wealth Management is an independent advisory firm committed to serving aspiring entrepreneurs, pivoting business owners, and multi-generational families. With a focus on strategic partnership and wealth management, Keebeck aims to empower its clients to achieve their financial aspirations. With a focus on delivering customizable strategies to meet complex financial needs, Keebeck offers institutional-quality research, due diligence, consulting, and investment solutions. By arming itself with sophisticated intellectual capital, Keebeck positions itself as an industry disruptor that is leveraging flexibility and a disciplined process to provide access with an edge, balancing fiduciary duty with strategic innovation for optimal client outcomes.

About Qdeck

Qdeck, an innovative fintech company, harnesses the power of generative AI and investment management technology to empower registered investment advisors (RIAs) to enhance their clients’ digital experiences while seamlessly managing their portfolios, saving time and cost, and growing their practices. We provide real-time access to financial data, advanced financial simulation and reporting tools, an AI-driven chat interface providing actionable insights, customizable compliance-friendly content, comprehensive client account management, and a fully tailored client portal. With the Qdeck model library at their fingertips, RIAs can effortlessly incorporate advanced portfolio overlays or develop their own custom robo-advisor, all for a flat subscription fee. Discover more at www.qdeck.ai.

About Qadvisor

Qadvisor is Qdeck’s powerful AI platform that helps financial advisors connect, analyze, and optimize data from various sources to deliver better outcomes for their clients.  Investment advisors, RIAs, and wealth managers use Qadvisor to discover opportunities for hyper personalization, gain deeper insights into market behavior, automate and personalize client communications, and quickly analyze vast amounts of research data to uncover valuable insights, trends, and risks.  Using any language, Qadvisor minimizes hallucination by delivering auditable, cited responses to questions using data from over 7,000 news sources, proprietary databases, research information, and more.  Discover more at www.qdeck.ai.

Shopping Cart

Media Kit

    Data Protection

    Personal Data (“Data”) submitted for Media Kit (“Media Kit”), and/or collected in the form of first name, last name, email address and other contact details may be used for the purposes of inviting you to future events and for reaching out to you with content which may be of interest to you. For these purposes, The Digital Banker will share the Data with our associate companies (including event and content sponsors) to promote their products and services. You will also be automatically subscribed as a user on www.thedigitalbanker.com. If you would like to opt-out, email us at [email protected].

    By clicking Submit, you acknowledge that you consent/ have sufficient informed consent to the collection, use and disclosure of Data as set out above.

    The Digital Banker Summit

    Moving on from FTX: is 2023 the year of CBDCs?

    Indonesia, Jakarta

    Thailand, Bangkok

    Philippines, Manila

    Contact Us

      Data Protection

      The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

      Request Nomination Pack

        Data Protection

        The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

        Registration Form

          Data Protection

          The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

          Registration Form

            Data Protection

            The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

            Registration Form

              Data Protection

              The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

              Registration Form

                Data Protection

                The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

                Registration Form

                  Data Protection

                  The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

                  The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

                  COVID-19
                  Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

                  Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

                  The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

                  Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. 

                  Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

                  Request Nomination Pack

                  Error: Contact form not found.