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.

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Simple ("Promoter") is not a current client of a KeeSystem. Promoter will receive cash compensation for referrals to KeeSystem. Click here to read the full disclaimer.

What sets KeeSystem apart?

"Led by passion & innovation, we facilitate the daily life of wealth managers by assisting their digitalization and connecting them with their ecosystem, through a customized solution."
David Crépin

Products and services

Get an overview of what this software does.

Main Tasks

  • Compliance
  • Consolidated Reporting
  • CRM
  • Data Aggregation
  • Portfolio Management
  • Risk Management

Top features

  • Ability to Whitelabel
  • Banking Providers
  • Custom Development Service
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Sustainability
  • Transparency
  • Visionary Purpose
  • Digital Excellence

Assets supported

  • All assets can be included into our KeeSense solution, with a manual or automated data feed.
  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate


  • MiFID II
  • FinSA/FinIA


  • Yes

Type Of Software

  • Serviced software
  • Fully standalone
  • SAAS


  • KeeSense can be connected to a large number of other tools/softwares through our API, for example:
  • Office 365
  • Excel
  • Teams
  • Slack
  • Tableau
  • WorldCheck
  • Performance Watcher

Mobile App

  • Yes

Type of data

Transaction level


Read about KeeSystem’s data accuracy here.

Audited by

  • FIMEXCO (Monaco)


  • > 125

Time to new custodian

  • On average from 8 to 12 weeks for a new custodian interface versus 3-4 weeks with an existing one.


  • Users can set multiple base currencies.

Cost structure

  • Seat based (per named user)
  • Custodian use based (per connected custodian)
  • Data based (per data feed integrated)

Key Company Info

Have a look at the company, clients, and references to learn whether this is a match for you.


  • 11-50


  • <$50 million


  • 2009


  • Owned by a larger corporation
  • Owned by management




  • Monaco
  • Geneva
  • Luxembourg

Top markets

  • Switzerland
  • Luxembourg
  • Monaco
  • Belgium
  • United Kingdom

Total AUM

$25 billion


Multi-family offices

Serves also

  • Single family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Banks


Confidential but available on request, further to a prior contact.

Request References

Support & Services

Learn what support and services you can expect

Added services

Data entry
Software development

Support options

General contact mail or phone
Dedicated contact

Pricing of support

On use basic
Based on SLA


The full onboarding/implementation process (including training) takes on average from 2 to 3 months depending on client's availability and specific requests.

Bespoke development

Available on a case-by-case basis.


Customisation is fully part of KeeSense in terms of data, worflows and connection to other tools through our API.

In addition to the customisation of the language, access & navigation rights, and wording, our clients have the possibility to add an important number of additional fields (i.e. with different formats: text, date, number, image, video, audio files...etc.) at different levels (e.g; asset, person, client, portfolio...etc.).

During the implementation process, we parameter KeeSense so that it fits to the client's organization and workflows thanks to the collaborative functionalities, including task management (e.g. onboarding process, portfolio management, control and risk management...etc.).

KeeSense can also be totally integrated to your other business tools (e.g. Outlook, Exchange, MS365, Slack, teams, Bloomberg, Excel, business intelligence softwares...etc.) thanks to our API connection.

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FAQs about KeeSystem

What does KeeSystem do?
KeeSystem’s KeeSense is a portfolio management software that helps family offices and wealth management firms connect and communicate with clients, custodian banks, auditors, and regulators.