CFO Family Reporting vs KeeSystem

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

CFO Family Reporting

Reporting

USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

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

2021

Incorporated

Locations

United States of America

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Owned by management

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

Individual wealth owners
Single-family offices
Multi-family offices

Secondary focus

Banks
Endowments
Foundations
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pensions
Software and technology providers

Multi-family offices

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

–

Product

Main Tasks

Holistic View of Net Worth
24/7 Monitoring & Alerting
Document Storage & Management
Portfolio Analytics and Reporting

Top features

Family Communication Portal
Accounting, Tax and General Ledger
AI-Powered Automation
Global Financial Aggregation
Estate and Trust Management
Military Grade Security

Assets supported

Art & Collectibles
Direct Investments
Private Equity
Real Estate
Venture Capital

Assets supported

Alternatives
Art & Collectibles
Commodities
Cryptocurrency
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Music Royalty
Private Debt
Private Equity
Direct Private Equity
Private Equity Funds
Venture Capital
Real Estate
Commercial
REITS
Residential
Warehousing & Industrial
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Developed Markets
Developing Markets
Fixed Income
Developed Markets Fixed Income
Developing Markets Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Other
Private Equity & Direct Investments
Real Estate

White Label

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

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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CFO Family Reporting vs KeeSystem

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