KeeSystem vs Abbove

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keesystem

KeeSystem

Category
Portfolio Management

This Swiss fintech company specializes in the wealth management digitalization. KeeSense software grants its clients an access to an enhanced version of their business, automatically connected to their ecosystem. KeeSystem’s software is a one-for-each solution integrating portfolio & order management, CRM & electronic document management, compliance & risk management, consolidation & reporting.

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abbove paxfamilia

Abbove

Category
Consolidated Reporting

Abbove develops a wealth planning technology for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. This Belgian platform enhances considerably cooperation by uniting advisors, their clients, data and technology in one place.

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Company
Employees

  • 11-50

Revenue

  • <$50 million

Founded

  • 2009

Ownership

  • Owned by a larger corporation
  • Owned by management

Incorporated

Switzerland

Locations

  • Monaco
  • Geneva
  • Luxembourg

Top markets

  • Switzerland
  • Luxembourg
  • Monaco
  • Belgium
  • United Kingdom

Total AUM

$25 billion

Avg. AUM per client

–


  • 11-50


  • $2 million


  • 2017


  • Owned by management
  • Key staff also have ownership
  • Owned by a larger corporation


  • Belgium


  • Brussels


  • France
  • Luxembourg
  • Belgium
  • Switzerland
  • Monaco


  • $100 billion+


-

Client
Focus

Multi-family offices

Serves also

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

Number

–


  • Multi-family offices


  • Single family offices
  • Multi-family offices
  • Asset managers
  • Fiduciaries


  • 900+ advisors
  • 26k+ families (end-users)

Product
Main Tasks

  • Compliance
  • Consolidated Reporting
  • CRM
  • Data Aggregation
  • Portfolio Management
  • Risk Management

Top features

  • Ability to Whitelabel
  • Banking Providers
  • Custom Development Service
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Sustainability
  • Transparency
  • Visionary Purpose
  • Digital Excellence

Assets supported

  • 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

Compliance

  • MiFID II
  • FinSA/FinIA

Whitelabel

  • Yes


  • Consolidated reporting
  • Data aggregation
  • Succession simulator
  • Data visualisation
  • Financial planning simulator


  • Family structure
  • Asset inventory
  • Donation inventory
  • Ownership framework
  • Interactive structure diagrams
  • Secured digital vault
  • Financial planning tool
  • Inheritance tax simulator
  • Smart reporting tool
  • Third party access


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Insurances
  • Companies
  • Liabilities


  • GDPR


  • Yes

Technology
Type Of Software

  • Serviced software
  • Fully standalone
  • SAAS

Security

–

Ecosystem

–

Integrations

  • 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

Mobile App

  • Yes


  • SaaS


  • ISO 27001 certified by Summer 2021.Protection
  • SSL protocol data encryption
  • Access  account is protected by a double SMS authentication system
  • Vulnerability tests
  • Third party security assessment reports


-


  • API
  • File integration framework
  • Banking aggregation
  • File upload


  • No

Simple solutions for complex times.