STP Investment Services vs KeeSystem

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

STP Investment Services

Technology provider

USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.

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

100-500

Revenue

Founded

2008

Incorporated

Locations

Bangalore, India
Pennsylvania, USA
West Chester, USA

Top 5 Markets

United States of America

Total AUM

Avg. AUM per client

Ownership

Key staff have ownership,
External investors (neither clients nor staff)

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

Multi-family offices

Secondary focus

Banks,
Fund managers,
Individual wealth owners,
Investment & Financial Advisors (RIAs/IFAs),
Single-family offices

Multi-family offices

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

–

Product

Main Tasks

Accounting
Consolidated Reporting
Data Aggregation
Portfolio & Cost Analysis
Portfolio Management
Intra-Family Loans
After-tax performance reporting

Top features

Ability to White-label
Custom Development Service
Custom Reports
Full Multi-Currency Support

Assets supported

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

Compliance

Whitelabel

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

Type Of Software

SAAS,
Serviced software

Ecosystem

Integrations

Salesforce,
Microsoft Dynamics,
Canoe

Mobile App

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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STP Investment Services vs KeeSystem

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