KeeSense
The facts below are what the maker publishes about KeeSense, checked and dated. Our editors have not written about it yet.
Plans and prices
From KeeSense's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| KeeSense | Priced on request | Price depends on managed feeds and users |
The facts
Each one read from KeeSense's own pages, with the date it was checked.
What it does
- API security
- The KeeSense API uses authentication keys to validate user permissions and lets the company control which data users can access.checked 11 Oct 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Compliance
- Its compliance tools include personalized KYC questionnaires, client onboarding, real-time verification, compliance reports, and dashboards.checked 11 Oct 2026
- Deployment
- KeeSense can be hosted on a private cloud or installed on premises for the customer to host and manage.checked 11 Oct 2026
- Integrations
- KeeSense connects to more than 150 custodian banks and supports data exchange with third-party services through its API.checked 11 Oct 2026
- Intended users
- KeeSense is presented for wealth management firms, family offices, private banks, multi-family offices, fiduciaries, and trustees.checked 11 Oct 2026
- Performance reporting
- Yeschecked 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.checked 11 Oct 2026
- Purpose
- KeeSense is a portfolio management solution for wealth management professionals.checked 11 Oct 2026
- Reporting
- Reporting can use standard templates, bespoke reports with branded visuals, and API integration.checked 11 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Support
- KeeSystem describes its support team as fully in-house and local, with assistance in Spanish, Italian, French, and English.checked 11 Oct 2026
- Training
- KeeSystem provides onboarding and training sessions for new users and teams seeking to deepen their understanding of KeeSense.checked 11 Oct 2026
The company
- Founded
- 2009checked 28 Sep 2026
- Headquarters
- Monaco, Monacochecked 28 Sep 2026
- Maker history
- KeeSystem says KeeSense was created in 2004 and KeeSystem was established in Monaco in 2009.checked 11 Oct 2026
Money
- Trial access
- Prospective customers can request a tailored demo and may subsequently receive access to a demo account for their team.checked 11 Oct 2026
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