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Connect your tools to KeeSense through the API
At KeeSystem, we believe that there is no one way to offer exceptional service to its clients. Each company, independent managers, family office, private bank, must be able to adapt its software to its problems, its vision and the way it wishes to help its customers....
Wealth managers: how to use your client data to accelerate your business development?
In an increasingly demanding regulatory environment, pressure on margins and rising compliance costs, optimizing the efficiency of core private banking activities (portfolio management, consolidation reporting, risk management...) is more important than ever. In this...
10 wealth management trends for 2023 that should not be ignored
In a pandemic or post-pandemic context combined with an acceleration of digitalization, the world of wealth management is facing multiple challenges at an unprecedented rate. In this article, we share 10 trends that the KeeSystem team has identified as what...
KeeSense unveils its new portfolio risk management dashboard!
With this dashboard, KeeSystem meets the needs of asset management professionals by providing them with a global view of the risks of each portfolio, thus enabling them to make better analysis and investment decisions. A particularly useful tool in these times...
Decentralized finance, a technological trend that is shaking up the financial world.
DeFi (decentralized finance) is one of three technology trends that are shaking up the world of finance. On the one hand, technology platforms are taking on payments and banks. On the other, governments are launching their digital currencies. What does DeFi offer? It...
KeeSystem and Monaco Foundry simplify access to private equity investment for wealth managers
KeeSystem is pleased to announce its partnership with Monaco Foundry to offer its wealth manager and family office clients simplified and secure access to private equity and startup investment Monaco Foundry, a global startup incubator and brain trust of industry...