Asseta vs KeeSystem

You are looking for alternatives to Asseta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Asseta

Accounting

Asseta (formerly Prismatic) is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Offering a 360° real-time view of your wealth, businesses, and investments.

KeeSystem

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.

Employees

0-10

Revenue

Founded

2022

Incorporated

Locations

New York City

Top 5 Markets

United States of America,
Canada,
Malta,
Switzerland,
France

Total AUM

Avg. AUM per client

Ownership

Owned by management,
External investors (neither clients nor staff),
Clients are also owners

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

Individual wealth owners,
Multi-family offices,
Fund managers,
Funds of funds,
Software and technology providers

Multi-family offices

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

–

Product

Main Tasks

Portfolio & Cost Analysis,
Technology provider,
Consolidated Reporting,
Real Estate,
Real-estate Related Ventures,
Digital Assets & Currencies,
Data Aggregation,
Compliance,
Property Managers

Top features

Custom Reports,
Full Multi-Currency Support,
Proven Agility,
Digital Excellence

Assets supported

Cash & Equivalents,
Alternatives,
Art & Collectibles,
Commodities,
Cryptocurrency,
Commercial,
Digital Assets & Crypto Currency,
Equities,
Gold & Precious Metals,
Bankable or Financial Assets & Funds,
Hedge Funds,
Insurance,
Lifestyle Assets & Rare Collectibles,
REITS,
Real Estate,
Private Equity Funds,
Venture Capital,
Residential,
Warehousing & Industrial,
Real Estate,
Foreign Exchange,
Direct Private Equity

Compliance

Whitelabel

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

Technology

Type Of Software

SAAS

Ecosystem

Integrations

Accounting (Quickbooks, Xero),
Payroll (ADP, Gusto),
Wealth Management (Addepar, Vyzer, MyFO, Kubera),
Payables (Bill, Ramp, Brex, Stripe),
Banking (12000+ institutions),
Reporting (Tableau, Looker, Snowflake, PowerBI, Sheets),
Tax + K-1s (Juniper Square, Arch),
Administrative (Office365, GSuite, Slack)

Mobile App

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

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