Portfolio Management Software
for wealth managers
and family offices

“Everything should be as simple as possible but not simpler”

Albert Einstein

KeeSense is a portfolio management software that allows asset management companies and family offices to connect and communicate with key players such as custodian banks, regulators, auditors and of course, their clients.

90% of KeeSense users use it every day. As a true business software, KeeSense integrates into the processes of management companies and family offices to become an indispensable working tool.

Client
relationship management

A complete environment to capitalize and enhance the value of your most important asset: your clients.
.

Portfolio
management

Automated, optimized and centralized management of your clients’ portfolios. Save time, improve your performance and your productivity.

Compliance
& Administration

Reduce your compliance risks and save time by automating your compliance controls.
.

Mobility
.

With the KeeSense mobility solution, offer your clients a secure access to their assets, anytime, anywhere.

Our clients’ words

“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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KeeSystem

Awards 

Awarded Best Portfolio Management Software at the Fintech Awards organized by Wealth & Finance Magazine.

Selected by the MonacoTech Startup Program

Member of the Swiss Fintech Association

Interested in submitting your project to us?