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KeeSystem S.A.

Summary

About the company

The core activity of KeeSystem is the development and provision of technology solutions for simplifying data management, particularly for data-sensitive companies. This includes services such as customized software development, integration, outsourcing of CTO functions, and consulting. The company focuses on the needs of customers from the financial sector, including private banks, family offices, fiduciaries, and trustees.

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Offering

Products & services

Industry:Software Development

✓ Offered10

Portfolio Management Software (KeeSense)

Portfolio management software for wealth managers, family offices and private banks with portfolio consolidation, reporting, client portal, compliance, CRM, back office and API connectivity.

Data Integration

Data integration for wealth management with aggregation and consolidation of data from multiple sources, as well as import and export via the KeeSense API.

Compliance Management

Compliance management with KYC questionnaires, secure client onboarding, real-time checks, compliance reports and a compliance dashboard for monitoring regulatory requirements.

Client Relationship Management

CRM for wealth management for improved client communication, maintaining relationships and personalised support in everyday client contact.

Client Portal

Client portal for secure access for clients to their assets and information anytime, anywhere.

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KeeSystem S.A.

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KeeSystem S.A.

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