The Key

Curated by Signal

Portfolio management system software that supports wealth managers and family offices

Overview

Portfolio management system software that supports wealth managers and family offices. It features a CRM module for the management of client data which includes the whole KYC part, a portfolio management module including performance calculation, valuation, transaction monitoring & more, and other solutions.

Key facts

Founded: 2014
Headquarters: Geneva, Switzerland
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Industry: Financial Technology
Sector: Wealth Technology

Business model

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Contact

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Competitors & similar companies

More Wealth Technology companies

Infinite Investment Systems
Portfolio management solutions optimizing investment strategies for wealth managers.
Wealth TechnologyToronto, Canada
Fin-Soft Solutions
Portfolio management software optimizing investment strategies for wealth managers.
Wealth TechnologySandweiler, Luxembourg
Swiss-Rev
Portfolio management platform optimizing investment strategies for wealth managers.
Wealth TechnologyMendrisio, Switzerland

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About The Key

What does The Key do?

Portfolio management system software that supports wealth managers and family offices.

Where is The Key headquartered?

The Key is headquartered in Geneva, Switzerland.

When was The Key founded?

The Key was founded in 2014.

Which sector is The Key in?

The Key operates in Wealth Technology, part of Financial Technology.

Who are The Key's competitors?

Companies similar to The Key include Infinite Investment Systems, Fin-Soft Solutions, and Swiss-Rev.