AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
KeeSystem
Monaco-based portfolio management, CRM and compliance software (KeeSense) for wealth managers and family offices
Monaco, MCFounded 2009Part of a larger companykeesystem.comNot yet confirmed by the company
What it does
KeeSystem is a Monaco software company whose KeeSense platform is sold to independent wealth management firms, single and multi-family offices, fiduciaries and trustees, and private banks, mainly in Monaco, Switzerland and Luxembourg.
KeeSense collects and normalises custodian data through a data-provider module connected to more than 150 banks and insurers, then consolidates listed, unlisted, real estate, private equity and other alternative holdings into portfolio dashboards and client reports. The suite also covers CRM, an order module, ESG indicators, KYC questionnaires and onboarding, compliance dashboards and reports, back-office administration, a client portal and an open API.
KeeSystem was set up in Monaco in 2009 (the KeeSense software dates to 2004) and has offices in Geneva and Luxembourg. It is part of Groupe Ebene, a Luxembourg holding company owned by the Dalmaz family. It also sells integration, bespoke development and outsourced CTO services.
Best for
- Serves
- RIAs, Family offices, Banks and trust companies
Features
- Custodian data aggregation from 150+ banks
- Multi-asset portfolio consolidation
- Client reporting and dashboards
- Wealth management CRM
- KYC questionnaires and compliance dashboard
- Order module
- Client portal
- Open API
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Coverage from The Daily Network
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