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DirectoryIT & CommunicationSoftware DevelopmentLes AcaciasKeeSystem S.A.
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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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Products & services

Industry:Software Development
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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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Location

Route des Jeunes 5 D
1227 Les Acacias
Opening hours
Mon
09:00 - 18:30
Tue
09:00 - 18:30
Wed
09:00 - 18:30
Thu
09:00 - 18:30
Fri
09:00 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-236.736.275
Founded
2012 · 14 years
Last commercial register change
April 1, 2025
Employees
11 to 20

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