Frequently Asked Questions
Answers to the questions we hear most often from independent professionals evaluating Keen Vestimony. If you don't find what you're looking for here, our contact page is the fastest way to reach us.
What exactly does Keen Vestimony do?
Keen Vestimony is an AI-driven portfolio intelligence tool built for independent professionals. It consolidates your holdings, surfaces patterns in performance and risk, and presents them in a clear, ongoing view so you can make informed decisions without needing a dedicated analyst team.
Who is Keen Vestimony designed for?
It's built for solo practitioners, consultants, and other independent professionals in Canada who manage their own investments or advise a small number of clients and want a more structured, data-backed view of portfolio activity than spreadsheets typically allow.
Do I need technical or financial analysis experience to use it?
No. The platform is designed to present information in plain, readable form. You don't need a background in data science or quantitative finance to follow the insights it generates.
How long does setup take?
Setup follows a short, guided process. Most users complete the initial configuration in a single sitting; the exact time depends on how many accounts or data sources you're connecting.
What information do I need to get started?
You'll generally need details about the portfolios or accounts you want to track. The onboarding flow walks you through what's required step by step, so nothing needs to be prepared in advance.
Is my data kept private and secure?
Protecting your information is a core part of how Keen Vestimony is built and operated. For full detail on how data is handled, please refer to our Privacy Policy.
Can Keen Vestimony replace my accountant or financial advisor?
No. Keen Vestimony is an intelligence and organization tool, not a substitute for licensed financial, legal, or tax advice. It's meant to complement the professionals you already work with, not replace them.
Does it work if I manage more than one portfolio or client?
Yes. The platform is designed to handle multiple portfolios, so independent professionals managing several accounts can view them individually or as a broader set.
Can I stop using Keen Vestimony at any time?
Yes. You're free to discontinue use whenever you choose. Specific terms around cancellation and account closure are outlined in our Terms of Service.
Is there support available if I run into issues?
Yes. If you have questions during setup or ongoing use, you can reach out through our contact page and we'll do our best to help promptly.
Will Keen Vestimony tell me exactly what investments to make?
No. Keen Vestimony presents data, patterns, and analysis to inform your thinking. Any decisions about specific investments remain entirely yours to make.
Still have a question?
If your question wasn't covered above, get in touch and we'll point you in the right direction.