Empower your sales teams with KeeSense’s prospect tracking pipeline. Monitor and nurture prospects effectively, enhancing your client acquisition efforts. Visualize client networks through the Family/Connections Tree feature (keeNetwork), gaining valuable insights for personalized client engagement. With integrated agenda and alert triggers, your sales teams will never miss critical milestones or client interactions, ensuring timely and proactive engagement.
Portfolio Management solution for Multi-Family Offices, Trustees, and Fiduciaries
KeeSense’s portfolio management technology is tailored to address the unique needs and complexities of multi-family offices, trustees, and fiduciaries. Our intuitive and comprehensive technology offers a flexible and complete solution for efficient wealth management, from interfacing with banks in multiple countries to tracking mission progress and fostering collaboration.
Trusted by 300+ users worldwide
Elevate Your Multi-Family Office Operations with KeeSense
Commercial Growth and Prospect Tracking
Empower your sales teams with KeeSense’s prospect tracking pipeline. Monitor and nurture prospects effectively, enhancing your client acquisition efforts. Visualize client networks through the Family/Connections Tree feature (keeNetwork), gaining valuable insights for personalized client engagement. With integrated agenda and alert triggers, your sales teams will never miss critical milestones or client interactions, ensuring timely and proactive engagement.
Portfolio Management and Asset Consolidation
Efficiently manage complex funds and real estate assets with multiple holders and beneficiaries, including illiquid assets like real estate and private equity. KeeSense offers the flexibility to handle diverse portfolios efficiently, enabling accurate and centralized control of investments, even those traditionally considered less liquid. Our automation capabilities simplify asset management across various classes, ensuring precise execution and freeing up valuable time for strategic decision-making. Whether it’s overseeing real estate developments, private equity investments, or other illiquid assets, KeeSense provides the tools and insights you need to navigate these complexities with confidence.
Collaboration and Network Management
Foster collaboration with partners across different countries and sectors. Build a robust network of experts and professionals who can provide valuable advice. KeeSense supports you in managing and nurturing these important relationships. Additionally, track missions and proposals efficiently, recording time spent and monitoring progress. KeeSense simplifies mission management, ensuring that your multi-family office stays organized and responsive.
Compliance and Data Security
Track compliance and reduce operational risk with KeeSense’s advanced KYC and screening capabilities. Guarantee swift and accurate client onboarding while maintaining regulatory compliance. Facilitate a workflow between the compliance and commercial services of your multi-family office with transaction monitoring tools. With our robust Document Management System (DMS), securely manage sensitive data and documents, ensuring compliance with data protection regulations.
Financial Insights and Reporting
Stay on top of cash flow management, especially for private equity investments. KeeSense helps you manage fund calls and monitor future investments, ensuring financial stability. Deliver personalized, regulatory-compliant reporting to your clients. Customize reports to meet their needs, whether it’s a concise summary or detailed analysis of their wealth. With KeeSense, you’ll have the insights and tools needed to elevate your multi-family office operations to the next level.
How can KeeSense risk & portfolio management solution benefit multi family offices, fiduciaries and trustrees ?
- Efficient international banking interactions
- Prospect tracking and client acquisition
- Advanced document management and analytics
- Enhanced agenda management and alert systems
- Simplified fund and real estate management
- Offer a secure and white-labeled client portal
- European-hosted solution with Swiss options
- Customizable wealth consolidation for better decision-making
- Efficient track missions and proposals
- Improved partner collaboration and network
- Cash flow monitoring and future investments
- Personalized, regulatory-compliant reporting
- Smooth illiquid assets management
Why choose KeeSense portfolio management solution for your multi-family office ?
KeeSense’s innovative portfolio management software offers a secure, efficient, and transparent solution for multi-family offices, trustees, and fiduciaries. Designed to simplify complex wealth management processes, KeeSense ensures you have the tools and insights you need to succeed in today’s global financial landscape.
With a strong user base of 300+ users worldwide, our user-friendly design seamlessly integrates with custodian banks and upholds the values of transparency and reliability.
Since
2009
300+
users
150+
custodian banks
0 extra costs
0 extra delay
Ergonomic
design
Embrace KeeSense, the trusted solution driving success for independent wealth management firms worldwide.
Frequently Asked Questions
Is KeeSense available on the Cloud ?
KeeSense is available on premises or hosted on a secured private cloud. We collaborate with different verified partners.
How much does KeeSense cost ?
Our pricing model for multi family offices, trustees and fiduciaries is dependent on several factors including the number of managed feeds and users. In order for us to give you a more accurate estimate we’ll need a few more details from you. You can leave your details by filling in our contact us form or book an appointment with our team.
Can we try the solution before purchasing it ?
You can request a demo of KeeSense and receive a completely tailored demo to your use case, so you can get a real feel for the value KeeSense can deliver for your business. In a second time, we are able to provide access to a demo account for you and your team.
What are the reporting personalization capabilities ?
KeeSense provides customizable reporting solutions, including standard templates, bespoke reports with branded visuals, and API integration for complete autonomy.
