Swiss Fintech KeeSystem Launches a New Version of Its Wealth Management Software

KeeSystem launches its new version of KeeSense, its portfolio management software for independent managers. It pursues its objective initiated when it was created in 2009: to provide private management professionals with the best technology for their activity.

For the past ten years, KeeSystem, fintech based in Geneva, has been helping asset management companies and family offices to develop their activity thanks to its KeeSense technological solution.

Several times recognized for its innovation, KeeSense has established itself as a state-of-the-art portfolio management solution in the wealth management industry. The new version of KeeSense is part of this vision of innovation and excellence.

Pierre-Alexandre Rousselot

“We didn’t want to release an improved version of KeeSense. We wanted to build and deliver the best technology solution available today for asset managers”.

said Pierre-Alexandre Rousselot, CEO KeeSystem

A completely redesigned user experience

KeeSense users use it extensively, several hours a day for the vast majority. The new version of KeeSense includes a redesigned ergonomics and user experience.

To do it, the latest advances in cognitive science have been taken into account to simplify and streamline access to information. In addition, a group of voluntary users was involved in the design of the new interfaces. A real work of co-creation.

Enriched and flexible functionalities

“KeeSystem customers are entrepreneurs. Every person on their team should be able to contribute to creating value for the company. ”

Pierre added.

The unique and advanced features of KeeSense provide unmatched capabilities for customization and intelligent automation of many tasks. More than software, it is now positioned as an ecosystem manager for managers, connecting them directly with their custodian banks and their clients, thanks to the KeeSense e-banking module.

Scalability and adaptability

The new version of KeeSense offers strong possibilities for customization so that each client can adapt the solution to their business model and integrate their processes, workflows and corporate identity.

KeeSense users thus benefit from the advantages of a solution that integrates and follows the standards of the wealth management industry while being flexible and adaptable. The new version of KeeSense provides many custom fields.

A “Plug & Play” approach

The new version of KeeSense cuts the time it takes to deploy the solution in half. To achieve this technical feat, the KeeSystem R&D team completely redesigned the code and architecture of KeeSense, to make it lighter, more flexible, but also faster and more efficient. This reduction and control of deployment times allows KeeSystem to post zero delays and zero exceeded budgets for customers.

Deployed during the first half of 2020 to all customers, the new version of KeeSense is unanimous among users.

About KeeSystem

KeeSystem is a company specializing in financial technologies, based in Switzerland. Since 2009, its mission has been to simplify and improve the daily life of private management professionals. KeeSystem helps independent wealth managers and family offices to increase their impact in terms of services, profitability and development of their activity thanks to their portfolio management solution, KeeSense, which has been awarded several times for its innovation.