KeeSystem

Technology Providers

Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.

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About KeeSystem

KeeSystem is a fintech company specialized in the wealth management digitalization.

Thanks to our KeeSense software, our clients get access to an enhanced version of their business, automatically connected to their ecosystem, hence mastering the challenges of the financial industry.

KeeSense is a one-for-each solution integrating Portfolio & Order Management, CRM & Electronic Document Management, Compliance & Risk Management, Consolidation & Reporting.

Connected to 125+ custodians and other tools through our API, it is a collaborative solution customizable to your specific needs & workflows.

More Details

Attribute	Details
Categories	Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Features	Ability to Whitelabel, Banking Providers, Custom Development Service, Digital Excellence, Full Multi-Currency Support, Mobile App, Proven Agility, Sustainability, Transparency, Visionary Purpose
Target Segments	Banks, Independent financial or investment advisor, Multi-family office, Single-family office

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Insights from KeeSystem

Simplifying ESG reporting for family offices

This article explores the dynamics of ESG considerations for family offices, the pitfalls to avoid, and outlines a three-step process, enabled by KeeSystem’s software solution KeeSense, to help them get started.

How digitalisation and automation affect family office compliance costs

Every management company will recognise the constant pressure to comply with regulations. And while this pressure is significant, oftentimes the financial and non-financial costs associated with compliance can be underestimated. This article outlines the true cost of compliance in wealth management, the factors that contribute to compliance costs, and the role of digitalisation and automation in reducing compliance costs and improving operational efficiency.