Freedom251 › Portfolio Management Software
KeeSense
by KeeSense
What KeeSense is
KeeSense is paid, self-hosted portfolio management software for wealth management professionals. It consolidates listed and unlisted investments, real estate, private equity, and alternative assets, with dashboards, ESG indicators, an order module, CRM, performance reporting, and risk analysis. Compliance tools include personalized KYC questionnaires, client onboarding, real-time verification, compliance reports, and dashboards. KeeSense connects to more than 150 custodian banks and exchanges data with third-party services through an API. Authentication keys validate permissions, while the company can control which data users access. Reports can use standard templates, branded bespoke designs, or API integration. Deployment is available on a private cloud or on premises for customer-managed hosting. Prospective customers can request a tailored demo and may later receive a team demo account. KeeSystem provides onboarding, training, and in-house support in Spanish, Italian, French, and English. Pricing is on request and depends on managed feeds and users. The product is described as created in 2004, while KeeSystem was established in Monaco in 2009.
Who it suits
KeeSense is intended for wealth management firms, family offices, private banks, multi-family offices, fiduciaries, and trustees. It fits organizations managing varied assets with compliance, reporting, and custodian-bank connections.
What it does well
- Covers listed and alternative assets
- More than 150 custodian-bank connections
- Private-cloud or on-premises deployment
- Custom and API-based reporting
- Multilingual in-house support
What to know first
- Pricing is available only on request
- Costs depend on feeds and users
- Self-hosted deployment requires customer management
- Demo access follows a tailored request
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| KeeSense | Price depends on managed feeds and users | On request |
As keesystem.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
KeeSense combines multi-asset portfolio oversight, compliance workflows, reporting, and integrations for professional wealth managers. Organizations should request pricing and a tailored demonstration to assess deployment and user requirements.
Facts from KeeSense's own pages
- API security
- The KeeSense API uses authentication keys to validate user permissions and lets the company control which data users can access. · keesystem.com, 11 Oct 2026
- Asset class coverage
- multi_asset_alternatives · keesystem.com, 20 Sept 2026
- Compliance
- Its compliance tools include personalized KYC questionnaires, client onboarding, real-time verification, compliance reports, and dashboards. · keesystem.com, 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, 11 Oct 2026
- Founded
- 2009 · keesystem.com, 28 Sept 2026
- Headquarters
- Monaco, Monaco · keesystem.com, 28 Sept 2026
- Integrations
- KeeSense connects to more than 150 custodian banks and supports data exchange with third-party services through its API. · keesystem.com, 11 Oct 2026
- Intended users
- KeeSense is presented for wealth management firms, family offices, private banks, multi-family offices, fiduciaries, and trustees. · keesystem.com, 11 Oct 2026
- Maker history
- KeeSystem says KeeSense was created in 2004 and KeeSystem was established in Monaco in 2009. · keesystem.com, 11 Oct 2026
- Performance reporting
- Yes · keesystem.com, 20 Sept 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, 11 Oct 2026
- Purpose
- KeeSense is a portfolio management solution for wealth management professionals. · keesystem.com, 11 Oct 2026
- Reporting
- Reporting can use standard templates, bespoke reports with branded visuals, and API integration. · keesystem.com, 11 Oct 2026
- Risk analysis
- Yes · keesystem.com, 20 Sept 2026
- Support
- KeeSystem describes its support team as fully in-house and local, with assistance in Spanish, Italian, French, and English. · keesystem.com, 11 Oct 2026
- Training
- KeeSystem provides onboarding and training sessions for new users and teams seeking to deepen their understanding of KeeSense. · keesystem.com, 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, 11 Oct 2026
Where KeeSense stands on Freedom251
- Portfolio Management Software#49 of 81