KeeSense, a unique
Portfolio Management System
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
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
