Addepar vs KeeSystem

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addepar

Addepar

Category
Consolidated Reporting

A wealth management platform that infuses transparency into complex financial information across functions and reporting, Addepar connects data, family office technology and people. The solution is designed to assist in achieving multi-generational family objectives by facilitating informed decisions through actionable insights and tailored reporting.

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keesystem

KeeSystem

Category
Portfolio Management

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.

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Company
Employees

  • 800+

Revenue

-

Founded

  • 2009

Ownership

  • Owned by management
  • External investors
  • Key staff have ownership

Incorporated

  • United States of America

Locations

  • New York
  • Salt Lake City
  • Mountain View
  • Edinburgh
  • London

Top 5 Markets

  • United States of America
  • Canada
  • Switzerland
  • Brazil
  • United Kingdom

Total AUM

  • $4 trillion

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

  • Single-family offices

Secondary focus

  • Multi-family offices
  • Individual wealth owners
  • Independent financial advisors
  • Registered investment advisors
  • Banks

Number

  • 800+


Multi-family offices


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


–

Product
Main tasks

  • Data aggregation
  • Portfolio management, forecasting & optimisation
  • Consolidated reporting
  • Ownership look-through
  • Trading & rebalancing

Top features

  • Data aggregation & management
  • Portfolio analysis
  • Consolidated and bespoke reporting
  • Governance
  • Client portal
  • Multi-custodial feeds
  • Look-through for complex nested ownership structures
  • Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewelry)
  • Cryptocurrency

Compliance

  • FinSA/FinIA

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

  • Hosted on AWS
  • 2-factor authentication & single-sign-on (SSO)
  • Encrypted data in transit and at rest
  • SOC 2 Type 2 Certification

Ecosystem

  • Java

Integrations

  • CRM: Salesforce, Practifi, Salentica
  • Trading & rebalancing: RedBlack, Blaze
  • ALTs data management: PCR, Canoe, Strata
  • Financial planning: eMoney, MoneyGuide Pro, Libretto
  • Risk management: RCI, Hidden Levers, Jacobi
  • General ledger: QuickBooks, Sage
  • Custodial portals: Fidelity, Schwab, Pershing
  • UMA/SMA: Adhesion
  • Custom integrations: Addepar API Toolkit

Mobile App

  • Yes (iOS)


  • 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