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Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
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. Read the KeeSystem profile.
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Portfolio managementCustom quote
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