Augmented Wealth Management

Where intelligence serves individuality.

The modular and interoperable ecosystem where human expertise, data and IA converge to elevate wealth management and compliance.

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Years by your side

150

Banks connected

International markets

Ans
à vos côtés

150

Banques interfacées

Marchés internationaux

Simplify wealth management. Save your time.
Deliver a premium experience to your clients.

Wealth management firm

I want to focus on my clients and grow my business. Without losing my identity.

Single & Multi Family Offices

We are dedicated to preserving the heritage of wealthy families by ensuring a secure structure and fostering their growth.

Private banks

We want to accelerate our digital transformation and provide our teams with collaborative tools that improve teamwork and client service.

Our software solutions turn your data into value, with the expertise and proximity that make the difference.

KeeSystem’s Data Provider module automates the collection and consolidation of data from your custodian banks and insurance companies.

It aggregates and standardises your financial flows into a single format, ensuring consistency and compliance. Thanks to its API architecture, it integrates with your existing environment without disrupting your processes.

Discover how KeeSystem connects your data to simplify your management and enhance the performance of your back office.

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With over 150 interfaced custodian banks, KeeSense automates the retrieval and validation of banking data. This multi-source aggregation significantly reduces the risk of errors while speeding up the update of your portfolios.

Family Offices and wealth management firms thus benefit from a consolidated and continuously updated view, essential for efficiently managing diversified assets and responding quickly to family requests.

Discover our expertise

KeeSense automates the consolidation of all your portfolios, whether they cover listed, unlisted, real estate, private equity or alternative assets. In just a few clicks, you get a comprehensive and consistent overview of your assets, with customised reports tailored to the needs of each family. The reliability and speed of reporting provide complete transparency while reducing the operational burden.

Portfolio consolidation
Asset management dashboard
Indicators/ESG
Order module
CRM

Discover our expertise

KeeSense integrates compliance and risk management tools to meet regulatory requirements and provide rigorous portfolio monitoring. You benefit from clear reporting, reliable risk indicators, and complete traceability to strengthen your clients’ trust.

Personalized KYC questionnaire
Smooth and secure client onboarding
Real-time verification and modifications
Compliance report
Compliance dashboard

Discover our expertise

Augmented excellence

Operational rigour

Modular innovation

Lasting client impact

Discover KeeSense, the all-in-one portfolio management solution.

At KeeSystem, four values guide everything we do: augmented excellence, operational rigour, modular innovation and lasting client impact.

Our platform brings together modular, scalable solutions designed to fit the organisation, the roles and the priorities of every wealth management player.

Our local teams work alongside you day to day to simplify your operations, streamline your reporting and strengthen the quality of your service.

Discover KeeSense