Streamline and adapt your workflow with KeeSense’s Back Office and Administration features, optimizing client integration and follow-up seamlessly. Benefit from real-time warnings, collaborative task management, and automated controls to enhance overall operational efficiency.
Back Office & Administration
Overcome the challenges of complex workflow management with KeeSense’s powerful features. Experience an elevated workflow that addresses the challenges of back office and administration tasks.
Efficient Back Office and Administration for wealth management activity
Streamlined Workflow Customization
Customize your back office and administration workflow. With KeeSense’s powerful feature, you can integrate client data, receive real-time alerts for anomalies, and automate recurring controls to enhance your operational efficiency.
Adapt your workflow for streamlined integration, review, and follow-up of client activities. Real-time alerts notify you of anomalies, ensuring swift actions to mitigate risks and ensure data integrity. Automate recurring controls and improve overall efficiency. Managing transaction activities is further empowered by pre-trade controls, enabling well-informed decision-making. Collaborative task management accelerates processes, enhancing team productivity and fostering seamless collaboration.
Enhanced Financial Management
Grow your business with a dynamic workflow that optimizes client interactions and financial management. Simplify audits using key indicators, track and detail clients’ activities, and formalize reviews for comprehensive insights.
KeeSense empowers you to supervise and monitor audits by focusing on key elements, guaranteeing efficient reviews. Identify and resolve issues during audit processes, supported by thorough documentation. Tracking and detailing clients’ activities offer invaluable insights, strengthening client relationships through personalized management. Formalized reviews provide a structured framework for comprehensive evaluations, allowing for strategic decisions and informed improvements. KeeSense’s robust documentation further simplifies audit procedures, ensuring compliance and precision.
Efficient Billing and Invoicing
Save time on billing and invoicing with KeeSense’s comprehensive tools. Calculate and apply fees tailored to your firm’s business model for accurate and efficient billing processes. Project future fees to inform your growth strategy, identifying revenue opportunities and ensuring financial stability.
KeeSense allows you to calculate fees precisely, aligning with your firm’s business model and ensuring accurate billing. By projecting future fees, you gain valuable insights for informed growth strategies and revenue optimization. The flexibility to bill in arrears or in advance empowers you to manage cash flow effectively, ensuring financial stability. KeeSense’s robust reporting tools monitor the performance of firm-level investment vehicles, including hedge funds and private equity. The consolidation of alternative investment reporting simplifies complex tasks, ensuring efficient quarter-end reviews through a comprehensive dashboard.
Intelligent Transaction Monitoring
KeeSense offers robust integration capabilities, connecting critical services for streamlined operations, efficient order processing, and optimized back-office tasks.
Link KeeSense with essential partners such as custodian banks, creating a unified space for order processing. Integrate accounting services into your workflow and ensure accurate and efficient back-office functions.
KeeSense’s integration capabilities empower you to create personalized and automated workflows where various services work in harmony, enhancing efficiency, accuracy, and decision-making across your wealth management operations.
Integration
KeeSense offers robust integration capabilities, connecting critical services for streamlined operations, efficient order processing, and optimized back-office tasks.
Link KeeSense with essential partners such as custodian banks, creating a unified space for order processing. Integrate accounting services into your workflow and ensure accurate and efficient back-office functions.
KeeSense’s integration capabilities empower you to create personalized and automated workflows where various services work in harmony, enhancing efficiency, accuracy, and decision-making across your wealth management operations.
Switching PMS should be as painless as possible
We go out of our way to try to remove the pain points for you. When choosing KeeSense by KeeSystem, you benefit from KeeXperience, a process designed to help you go through smoothly and effortlessly. From data migration to training and support, discover how the team of KeeSystem will lead you all the way.
You know what is the problem but not sure about the solution ?
Schedule a call with our expert to find out if KeeSystem has the right solution you need for your business.
