KeeSystem- Family office portfolio management software

KeeSense is a portfolio management platform built by KeeSystem, a firm founded in 2009 and headquartered in Monaco with offices in Geneva and Luxembourg. The product was designed by wealth managers for wealth managers, a positioning that shapes its feature set: the platform concentrates on the specific operational reality of a single family office managing UHNW wealth across multiple asset classes, custodians, and family stakeholders.

For family offices dealing with fragmented data across custodian banks, alternative holdings, and real estate, KeeSense addresses the consolidation problem directly. The platform connects to over 150 custodian banks and aggregates data from alternatives including private equity, real estate, art, and collectibles into a single dashboard. Key capabilities include:

• Consolidated portfolio view with real-time market value, cumulative performance, and cashflow tracking
• Personalised reporting with branded templates, bespoke reports, and API integration for custom workflows
• Client portal with 24/7 access for family members and a secure document safe box
• Integrated document management system with validation workflows for beneficial owners and decision-makers
• Compliance automation with multi-level encryption and data quality controls
• Deployment options across on-premises or private cloud environments

With over 300 users worldwide, KeeSense targets single family offices specifically, and its pricing scales with the number of managed feeds and users rather than AUM, which suits offices with complex multi-custodian setups but lighter user counts. Pricing is not publicly disclosed and requires direct contact. The platform does not appear to offer a mobile application, and buyers seeking a multi-family office or trust administration-first platform may find the focus on SFO workflows too narrow for their needs.

• Consolidating portfolio data from multiple custodians and alternative asset sources
• Generating personalised and branded client reports
• Managing documents and workflows between family office teams and family members
• Tracking compliance and automating compliance controls
• Providing family members with a real-time view of consolidated family wealth via client portal

• Multi-custodian data consolidation dashboard
• Client digital portal with 24/7 secure access
• Document management system with validation workflows
• Personalised and branded reporting with unlimited graphics
• API for custom integrations and third-party connections
• Multi-level encryption and data quality controls
• General ledger integration with accounting tools
• On-premises and private cloud deployment options
• ESG and impact investing tracking
• Compliance automation

Built for Single Family Office (SFO), Investment Teams, Finance / Accounting Teams.

Customisation is fully part of KeeSense in terms of data, worflows and connection to other tools through our API.In addition to the customisation of the language, access & navigation rights, and wording, our clients have the possibility to add an important number of additional fields (i.e. with different formats: text, date, number, image, video, audio files...etc.) at different levels (e.g; asset, person, client, portfolio...etc.).During the implementation process, we parameter KeeSense so that it fits to the client's organization and workflows thanks to the collaborative functionalities, including task management (e.g. onboarding process, portfolio management, control and risk management...etc.).KeeSense can also be totally integrated to your other business tools (e.g. Outlook, Exchange, MS365, Slack, teams, Bloomberg, Excel, business intelligence softwares...etc.) thanks to our API connection.

Demo available with tailored walkthrough; demo account access for teams; contact via form or booked appointment