SumIT vs KeeSystem

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

Category
Accounting

SumIt offers simple, sophisticated family office software for complex family office accounting. Family office accountants are either underwhelmed or overwhelmed by their software. QuickBooks is too simple, while other solutions can seem too complex with unnecessary features.

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keesystem

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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Company
Employees

  • 0-10

Revenue

-

Founded

  • 2022

Incorporated

-

Locations

  • New York City

Top 5 Markets

  • United States of America

Total AUM

  • $10 billion

Avg. AUM per client

-

Ownership

  • Owned by management
  • Clients are also owners


  • 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 Office
  • Multi Family Office
  • Accounting Firms

Secondary focus

-

-


Multi-family offices


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


–

Product
Main Tasks

  • Accounting
  • Consolidated Reporting

Top features

  • Accounts Payable
  • Bank Reconciliation
  • Brokerage Reconciliation
  • Entity Mapping
  • Entity Management
  • Document Storage
  • Family Office Cash Flow Statement

Assets supported

  • Cash & equivalents
  • Alternatives
  • Equities
  • Fixed income
  • Private Equity
  • Real Estate
  • Residential
  • Venture Capita;

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

  • Plaid
  • Finicity
  • Bill.com (pending)
  • Addepar (pending)

Mobile App

  • No

-


  • 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