While trends indicate that trust will be a major challenge for asset managers, KeeSystem ® has developed an application to meet this demand for transparency and communication. In order to address the high expectations of HNWI in terms of mobility, flexibility and communication that independent managers are facing, KeeSystem ® has developed and included a new mobile solution in its comprehensive management solution KeeSense ®: MyKeeApp ®
MyKeeApp ® provides a secured interface for independent asset managers, private banks, and family offices where they can access their personal area, visualise the status of their portfolios and their daily evolution. This value-added service takes customer relationship one step beyond by making relevant information available for consultation “ATAWAD” (any time, any where, any device).
Just as in KeeSense®, MyKeeApp® contains the essential features that IAMs need (contact management, ordering, reporting etc…) and it is fully configurable depending on the strategy. For any further information, feel free to contact us by email or by phone at +41 (0) 22 560 64 54.