PORTFOLIO MANAGEMENT SOFTWARE
FOR INDEPENDENT ASSET MANAGERS

KeeSense is the best working tool for all the
tasks you are managing alone and with a team
AN BUSINESS-ORIENTED AND AUTOMATED
PLATFORM TO MANAGE YOUR DAILY ACTIVITIES
KeeSense facilitates communications and collaboration
between people with different tasks and responsibilities.
REDUCE COMPLIANCE RISKS AND WORKLOAD
KeeSense ensures that all your decisions match
legal regulations. Indisputable time saving.
A SECURE ENVIRONMENT FOR YOU
AND FOR YOUR CLIENTS
Your sensitive data is saved and stored on your
premises, guaranteeing security and confidentiality.

Mobile solution

MyKeeApp is a mobile solution providing your clients with a secure access to their assets, anywhere and anytime.

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ORDERING

KeeSense coordinates with your custodian banks allowing a manual or automated management of your orders. A precious amount of time saved.

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Multi custodian environment

Manage your daily activity in a multi custodian and multi-currency environment. Easy and centralised !

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CONSOLIDATION

KeeSense facilitates the consolidation processes of assets and provides a detailed and global overview of your assets within a few clicks.

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REPORTING

Provide your clients with customised reports including your company corporate branding: identity, quality, added value.

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High value added services

Picking out KeeSense is about choosing a team of experts acting on your side. We offer you high value added services matching all your requirements.

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CLIENT RELATIONSHIP MANAGEMENT

A complete environment to enhance your main asset: your clients.

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Administration

A set of tools created to simplify administrative tasks and focus your efforts on your client’s satisfaction.

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Compliance

Reduce legal risks and save valuable time with the automation of your compliance controls.

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PORTFOLIO MANAGEMENT

Automated, optimised and centralised portfolio management. Save time, enhance performance and increase productivity.

Discover our philosophy and our approach

Have a look at this short video that presents the way we daily work on your side. Choosing KeeSense is not only about picking a product among others, it is also about trusting all the professional team members helping you every day

Contact us without any obligation

News

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  • Ce que nos clients disent de nous https://t.co/D5PtyDoQhD #fintech #familyoffice #compliance5 days ago
  • Passionnés d'innovation, "digital but human"... Découvrez l'équipe de KeeSystem ! https://t.co/iK52heYb9X… https://t.co/6PwSlpq8Io6 days ago
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They trust KeeSystem

  • Qualion contacted KeeSystem in 2012 in order to find a suitable CRM and portfolio management software for our organisation. It was one of the best decision I ever took. KeeSystem supported us during the whole process and always matched our expectations. This human-sized company perfectly corresponds to the organisation I was looking for on both qualitative and quantitative levels.

    Philippe Feller Qualion General Manager
  • KeeSystem sales and technical teams perfectly support us all along our reflection process and created a tailor-made solution that perfectly fits our organisation and our business model. Today, KeeSense contributes to our daily performance and allows our organisation to offer excellency to our clients.

    Christophe RebischungAdministrative manager & Compliance Officer
  • KeeSense allows me to keep my mind free in order to focus on my core activities: asset management and client services.

    Jean-Paul Perriat Herculis Partners