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On the recordRead 11 Oct 202617 facts
KeeSense
KeeSense · Monaco, Monaco · founded 2009
Plans and prices
KeeSense
Priced on request
Price depends on managed feeds and users
Read 11 Oct 2026 · keesystem.com
On the record
- API security
- The KeeSense API uses authentication keys to validate user permissions and lets the company control which data users can access.keesystem.com · read 11 Oct 2026
- Asset class coverage
- multi_asset_alternativeskeesystem.com · read 20 Sep 2026
- Compliance
- Its compliance tools include personalized KYC questionnaires, client onboarding, real-time verification, compliance reports, and dashboards.keesystem.com · read 11 Oct 2026
- Deployment
- KeeSense can be hosted on a private cloud or installed on premises for the customer to host and manage.keesystem.com · read 11 Oct 2026
- Integrations
- KeeSense connects to more than 150 custodian banks and supports data exchange with third-party services through its API.keesystem.com · read 11 Oct 2026
- Intended users
- KeeSense is presented for wealth management firms, family offices, private banks, multi-family offices, fiduciaries, and trustees.keesystem.com · read 11 Oct 2026
- Maker history
- KeeSystem says KeeSense was created in 2004 and KeeSystem was established in Monaco in 2009.keesystem.com · read 11 Oct 2026
- Performance reporting
- Yeskeesystem.com · read 20 Sep 2026
- Portfolio features
- It consolidates listed, unlisted, real estate, private equity, and alternative assets and offers dashboards, ESG indicators, an order module, and CRM.keesystem.com · read 11 Oct 2026
- Purpose
- KeeSense is a portfolio management solution for wealth management professionals.keesystem.com · read 11 Oct 2026
- Reporting
- Reporting can use standard templates, bespoke reports with branded visuals, and API integration.keesystem.com · read 11 Oct 2026
- Risk analysis
- Yeskeesystem.com · read 20 Sep 2026
- Support
- KeeSystem describes its support team as fully in-house and local, with assistance in Spanish, Italian, French, and English.keesystem.com · read 11 Oct 2026
- Training
- KeeSystem provides onboarding and training sessions for new users and teams seeking to deepen their understanding of KeeSense.keesystem.com · read 11 Oct 2026
- Trial access
- Prospective customers can request a tailored demo and may subsequently receive access to a demo account for their team.keesystem.com · read 11 Oct 2026
