Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in

Alternatives to KeeSystem

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.

10 vendors in the same categories, closest match first.

AddeparIn the news

Portfolio data, analytics and reporting platform for wealth firms

  • RIAs
  • Family offices
  • Banks and trust companies
  • Asset managers

Portfolio managementCustom quote

Performativ

Cloud wealth management operating system for European wealth managers, family offices and private banks

  • Family offices
  • Asset managers
  • Banks and trust companies
  • RIAs

Portfolio managementCustom quote

Avaloq

Core banking and wealth management platform for private banks

  • Banks and trust companies
  • Asset managers

Portfolio managementCustom quote

d1g1t

Enterprise wealth platform for reporting, portfolio management and client portals

  • Family offices
  • RIAs
  • Broker-dealers
  • Banks and trust companies

Portfolio managementCustom quote

WIZE

Swiss all-in-one PMS, CRM, compliance and order management platform for wealth managers and family offices

  • RIAs
  • Family offices
  • Asset managers
  • Banks and trust companies

Portfolio management

Escali

Nordic portfolio accounting and performance software for family offices and pension funds, now part of Hypergene

  • Family offices
  • Retirement plans
  • Insurance

Portfolio management

First Rate

Performance reporting, data aggregation and billing software for wealth managers, broker-dealers and institutions

  • RIAs
  • Broker-dealers
  • Family offices
  • Asset managers

Portfolio management

OrionIn the news

Portfolio accounting, CRM, trading and TAMP platform for advisors

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

Portfolio managementCustom quote

RedBlack

Multi-custodian rebalancing, trading and portfolio accounting software for RIAs, wealth managers and family offices.

  • RIAs
  • Family offices

Portfolio management

Tick up to three vendors to compare with KeeSystem.
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.