Portfolio management software
for wealth management firms
and family offices.

As an independent manager,
family office,
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.

Accelerate

Your growth in complete safety

Centralize

Multiple
data sources

Promote

Your expertise, your performance and your work

Reduce the time

Reduce the time spent on repetitive tasks

“The best thing about KeeSense is that it is able to retrieve information from different places and present them in a standardized way.”

KeeSense User from a family office.
KeeSystem
2020-05-20T12:05:28+00:00
“The best thing about KeeSense is that it is able to retrieve information from different places and present them in a standardized way.” KeeSense User from a family office.

“You made the impossible, possible”


Owner of family office, User of KeeSense

KeeSystem
2020-05-20T12:07:26+00:00
“You made the impossible, possible” Owner of family office, User of KeeSense
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0
KeeSystem
DISCOVER KEESENSE

KeeXperience, our proven method for ensuring

The respect of deadlines
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

Your single contact person, your project manager, is your dedicated point of contact. He orchestrates the various steps following a defined schedule for a smooth transition to your new portfolio management software.

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

As a result of a transparent offer and a proven methodology, we deliver your software on time and with no hidden costs whatsoever.

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.

Your gateway to new markets!

With KeeSense, you manage all your company’s activities more efficiently, faster and with a greater visibility. As a true “augmented” management company, you identify and tap into new opportunities.

Interested in submitting your project to us?