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KEESYSTEM

• Company profile & location
• Management Team
• Legal information
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KEESENSE

• KeeSense in a nutshell
• Value Chain
• Systemic approach
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ANALYTICS

• Market value calculation
• Tickers, asset values, fees
• On-demand reporting

COMPLIANCE

• Customer investment profiles
• MIFID compliance
• Documents management

Costumer Relationship Managment (CRM)

• Call and visits reports
• Customer relationship historic
• Relations, legal aspects

PORTFOLIO

• Multi custodian support
• Operations import
• Market data

CORPORATE

• Accountancy
• Budget plan
• Fees, turnover, performance calculation

SECURITY

• User profiles
• Data encryption
• Data Backup

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