Point vs KeeSystem
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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.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by management
- Key staff have ownership
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UK
- Switzerland
- UAE
- USA
Total AUM
–
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,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
Multi-family offices
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Banks
–
Product
Main Tasks
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
Compliance
–
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
- Serviced Software
Security
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
Mobile App
- Yes (via integration partner)
- 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