Portfolio Management Software
for wealth managers
and family offices
“Everything should be as simple as possible but not simpler”
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.
A complete environment to capitalize and enhance the value of your most important asset: your clients.
Automated, optimized and centralized management of your clients’ portfolios. Save time, improve your performance and your productivity.
Reduce your compliance risks and save time by automating your compliance controls.
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
KeeSense User from a family office.
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