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

“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
“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.
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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?