KeeSense
KeeSense: A risk-focused portfolio platform for institutional teams needing broad operational workflows. Ranked #20 of 81 in Portfolio Management Software by our editors (7.4/10); pricing: Pricing on request; best for risk-focused institutional portfolio teams.
At a glance
- Editor score7.4 / 10
- PricingPricing on request
- Best forRisk-focused institutional portfolio teams
- Asset class coverageMulti_asset_alternatives
- Founded2009 · Monaco, Monaco
- Facts checked20 Sep 2026
Where it wins
- Aggregates portfolio data across custodians and multiple currencies
- Combines risk metrics, stress testing, alerts, VaR and CVaR
- Adds orders, compliance, reporting and API workflow connectivity
Where it doesn't
- Pricing requires a contact-sales process
- Broad operational coverage may exceed narrow portfolio-analysis needs
- Allocation analysis is not a stated capability
Our verdict on KeeSense
KeeSense is a portfolio and wealth management platform for independent wealth managers, family offices, private banks, trustees and fiduciaries. It brings together portfolio data from multiple custodians and currencies, then supports performance measurement, contribution analysis, risk monitoring, modeling, reporting, compliance, order management, billing, client portals, CRM and back-office work. Its multi-asset and alternatives scope makes it suited to teams that need portfolio oversight alongside operational and regulatory workflows.
Risk analysis is a central strength. KeeSense includes risk ratios and indicators, stress testing, VaR and CVaR, risk alerts and task management. Teams can compare portfolios with reference models, monitor performance across time periods and examine contribution by line or asset class. Compliance dashboards, KYC workflows and AML indicators extend the platform beyond investment measurement. This combination should appeal to risk-focused institutional teams that want analysis, monitoring and controls in one environment.
The platform also connects to a broad financial ecosystem, including custodian banks, market data providers, central banks, rating agencies and ESG data providers. API connectivity supports external software and workflow automation, while deployment can be handled through a private cloud or on premises. According to its pricing model, commercial terms are handled through contact with sales and depend on managed feeds and users. KeeSense is a strong fit for organizations seeking a wide portfolio-management and operations platform; teams looking only for lightweight allocation analysis or a narrowly focused analytics tool may prefer a more specialized option.
Your product? Our editors can test KeeSense in depth and publish a review, labelled as paid · from $149/mo →
KeeSense pricing
KeeSense fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Not verified |
| Risk analysis | Yes |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Deployment | Cloud, Self-hosted |
| Support | Email, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 150+ integrations: Custodian banks, Market data providers, Central banks, Rating agencies, ESG data providers, External software via API |
| Pricing | Pricing on request |
| Website | keesystem.com |
| Facts checked | 20 Sep 2026 |
KeeSense integrations
KeeSense lists 150+ integrations on its own site — the 6 named here are the ones its pages call out.
- Custodian banks
- Market data providers
- Central banks
- Rating agencies
- ESG data providers
- External software via API
Alternatives to KeeSense
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all KeeSense alternatives →
Used KeeSense? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used KeeSense for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
KeeSense is listed in our Portfolio Management Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/keesense/"><img src="https://www.itechguides.com/best/badge/keesense.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update