KeeSystem vs Abbove
You are looking for alternatives to KeeSystem. Here you can compare the best portfolio management software and other family office technologies based on our annual benchmark and comparison surveys.

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.
Read more
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.
Read moreCompany
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