InvestorKeep vs Planzone

Earn more, keep more, live more

Our financial platform strengthens your customer relationships, provides valuable competitive intelligence, and protects against predatory fintech and robo banks

InvestorKeep (IK) monitors and analyzes customer financial accounts, alerting them to areas of concern that may lower investment returns and cost them money.

It doesn’t stop there though, IK provides the customer an easy, automated way to share any concerns with their financial professional to ensure that any challenge is solved and/or the opportunity is maximized.

Location: Chico, United States

Collaborate. Get things done. Better tools to stay on target.

Planzone is a collaborative project management software that allows professionals to organize daily work and planprojects. Dedicated to teams, it offers several tools to collaborate easily and be more productive : Tasks list, shedule, shared calendar, storage of documents, discussions... are part of Planzone.