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

DiliTrust
Category
Artificial Intelligence
DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.
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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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Employees
- 100-500
Revenue
-
Founded
- 1995
Incorporated
-
Locations
- Paris
- Milan
- Dubai
- Madrid
- Mexico City
- Wilmington
- Munich
- Montreal
Top Markets
- France
- Italy
- United States of America
Total AUM
-
Avg. AUM per client
-
Ownership
- Key staff also have ownership
- 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
-
Secondary focus
- Single-family offices
- Multi-family offices
- Banks
- Foundations
- Software and technology providers
- Other
-
Multi-family offices
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Banks
–
Product
Main Tasks
- Compliance
Top features
- Board meeting management
- Contract automation
- Automated Workflows
- Delegation of authorities
- Visual ownership view
Compliance
-
Whitelabel
- No
- 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
Ecosystem
-
Integrations
- Outlook
- Hubspot
- Salesforce
- Microsoft Dynamics
- Google suite
- E-signature providers
- Office 365
Mobile App
- Yes
-
- 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