With KeeSense, access a comprehensive suite of wealth management features seamlessly with your work environment. Elevate client satisfaction through tailor-made reporting, a dynamic client portal and improved investment decisions . Simplify ordering, compliance management, and billing processes. Enjoy effortless scalability for your business.
The wealth management solution you need to grow your business your own way.
All the features you need to scale your business
Equip yourself with the technology you need to manage your daily operations and exceed client expectations.
”You have made the impossible possiblePrincipal of Family Office
Available with the cloud option you prefer
KeeSense can be deployed according to your preference.
Chose one of our selected partners
Host and manage KeeSense yourself
Stay connected to your favorite tools and partners
Automate and integrate KeeSense with your preferred tools to achieve seamless operations, ensuring a high level of data quality and security.
Connect to 150+ custodians banks
Create a personalized work environment with KeeSense API
Engineered for Success, Proven in Practice
Trusted by 300+ users
90%+ of KeeSense users use over 2 hours daily
150+ custodians banks connected
100% in-House Support Service
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