With KeeSense, access a comprehensive suite of wealth management features seamlessly with your work environment. Elevate client satisfaction through tailor-made reporting, a dynamic client portal and improved investment decisions . Simplify ordering, compliance management, and billing processes. Enjoy effortless scalability for your business.
Empower your wealth management with KeeSense
KeeSense helps wealth management professionals secure and grow their business through automation and digitalization, without losing their touch . Benefit from robust security, seamless usability, and a low-risk solution designed to adapt to your unique requirements.
A complete & personalized portfolio management solution
The wealth management solution you need to grow your business your own way.
Where efficiency Meets Personalization
All the features you need to scale your business
Equip yourself with the technology you need to manage your daily operations and exceed client expectations.
”You have made the impossible possible
Principal of Family Office
Available with the cloud option you prefer
KeeSense can be deployed according to your preference.
Private Cloud
Chose one of our selected partners
On-premises
Host and manage KeeSense yourself
Stay connected to your favorite tools and partners
Automate and integrate KeeSense with your preferred tools to achieve seamless operations, ensuring a high level of data quality and security.
Connect to 150+ custodians banks
Create a personalized work environment with KeeSense API
Engineered for Success, Proven in Practice
Trusted by 300+ users
90%+ of KeeSense users use over 2 hours daily
150+ custodians banks connected
100% in-House Support Service
Transparent pricing
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