Portfolio management software
for wealth management firms
and family offices.
As an independent manager,
you are an entrepreneur first and foremost.
You want to limit your risks,
optimize your time and budget.
You are aware that financial technologies
represent a competitive advantage for your business.
Your growth in complete safety
Your expertise, your performance and your work
Reduce the time
Reduce the time spent on repetitive tasks
KeeSense User from a family office.
“You made the impossible, possible”
Owner of family office, User of KeeSense
KeeXperience, our proven method for ensuring
The continuity of your services without friction
The early adoption of your tools
A crystal-clear offer
We work in trust and transparency.
Our offer faithfully reflects the services and solution we provide and the adequate pricing.
A methodology for Zero-Unexpected event
A support for change
Our mission is to make every user quickly autonomous, in order to capitalise on your investment as soon as possible. To achieve this, we ensure the transfer of skills through various educational supports (training, workshops, tutorials, etc.).
A zero cost and zero extra time delivery
A continuous innovation
The profession of independent asset manager is evolving, and so is KeeSense. We are constantly carrying out R&D studies, especially in UX (User Experience) and make these improvements available to our users.