Updated July 2022
The digitalization of family offices is fast expanding
The number and net worth of wealthy individuals and families have grown dramatically over recent decades. To leverage the opportunities of this huge market, digitalisation is the key for family offices to stand out from the competition and to better serve their clients and family members.
Wealth management technologies – wealthtech – offer an appropriate solution to family offices willing to digitalize their activity. These solutions are bespoke for family offices to handle :
- Reporting to their clients and family members
- Clients Relationship Management to keep track records of their clients and offer an exceptional experience
- Portfolio Management for asset managers
To learn more about it, here is an interview of Pierre-Alexandre Rousselot for BFM TV channel guest, a talk show about fintech and wealthtech. The founder of KeeSystem talked about the digitalization of the wealth management industry, the fast development of family offices in France and wealthtech.
Full interview below (in French).
How KeeSystem contribute to the successful digitalization of family offices and wealth management firms ?
Since 2009, KeeSystem provides family offices and wealth management professional with KeeSense, a complete portfolio management software, designed by wealth managers.
