Abbove vs KeeSystem

You are looking for alternatives to Abbove. Here you can compare the best portfolio management and reporting software and other family office technologies based on our annual benchmark and comparison surveys.
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abbove paxfamilia

Abbove

Category
Consolidated Reporting

Abbove develops a wealth planning technology for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. This Belgian platform enhances considerably cooperation by uniting advisors, their clients, data and technology in one place.

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keesystem

KeeSystem

Category
Portfolio Management

This Swiss fintech company specializes in the wealth management digitalization. KeeSense software grants its clients an access to an enhanced version of their business, automatically connected to their ecosystem. KeeSystem’s software is a one-for-each solution integrating portfolio & order management, CRM & electronic document management, compliance & risk management, consolidation & reporting.

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Company
Employees

  • 11-50
Revenue

  • $2 million
Founded

  • 2017
Ownership

  • Owned by management
  • Key staff also have ownership
  • Owned by a larger corporation
Incorporated

  • Belgium
Locations

  • Brussels
Top markets

  • France
  • Luxembourg
  • Belgium
  • Switzerland
  • Monaco
Total AUM

  • $100 billion+
Avg. AUM per client

-


  • 11-50

  • <$50 million

  • 2009

  • Owned by a larger corporation
  • Owned by management

Switzerland


  • Monaco
  • Geneva
  • Luxembourg

  • Switzerland
  • Luxembourg
  • Monaco
  • Belgium
  • United Kingdom

$25 billion


Client
Focus

  • Multi-family offices
Serves also

  • Single family offices
  • Multi-family offices
  • Asset managers
  • Fiduciaries
Number

  • 900+ advisors
  • 26k+ families (end-users)

Multi-family offices


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

Product
Main tasks

  • Consolidated reporting
  • Data aggregation
  • Succession simulator
  • Data visualisation
  • Financial planning simulator
Top features

  • Family structure
  • Asset inventory
  • Donation inventory
  • Ownership framework
  • Interactive structure diagrams
  • Secured digital vault
  • Financial planning tool
  • Inheritance tax simulator
  • Smart reporting tool
  • Third party access
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Insurances
  • Companies
  • Liabilities
Compliance

  • GDPR
Whitelabel

  • Yes

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

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

  • 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
Technology
Type Of Software

  • SaaS
Security

  • ISO 27001 certified by Summer 2021.Protection
  • SSL protocol data encryption
  • Access  account is protected by a double SMS authentication system
  • Vulnerability tests
  • Third party security assessment reports
Ecosystem

-

Integrations

  • API
  • File integration framework
  • Banking aggregation
  • File upload
Mobile App

  • No

  • 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

  • Yes
Simple solutions for complex times.