A complete environment to enhance your main asset: your clients.
A set of tools created to simplify administrative tasks and focus your efforts on your client’s satisfaction.
Reduce legal risks and save valuable time with the automation of your compliance controls.
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
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- "Nous devons créer en Suisse une vraie culture de l’asset management" https://t.co/6drUpZBSvy Interview de Axel Sc… https://t.co/KbIQtAVpQc3 days ago
- Turn risk management and compliance into a competitive advantage https://t.co/gMJvqJlr3L #wealthmanagement… https://t.co/NtgsfG1HsI4 days ago
- Découvrez tous les résultats de notre étude "KeeSense & Vous" https://t.co/cC2wznErBf #EnqueteSatisfaction… https://t.co/KF5nt9NbNY1 week ago
- At KeeSystem, our regular conversations with independent asset managers help us provide them with the tools they ne… https://t.co/IplmUDBhy51 month ago
- Ce que nos clients disent de nous https://t.co/D5PtyDoQhD #fintech #familyoffice #compliance1 month ago
They trust KeeSystem
- Qualion General Manager
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.
- Administrative manager & Compliance Officer
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.
- Herculis Partners
KeeSense allows me to keep my mind free in order to focus on my core activities: asset management and client services.