Privatam, specialized in tailor-made investment and KeeSystem, investment portfolio management software, are co-organizing an event in Monaco to promote WealthTech among investors and Family Offices.
Thursday, June 24, Privatam and KeeSystem, two Monegasque WealthTechs offering digital solutions to ease the daily lives of independent asset managers, family offices and private banks, gathered for an afterwork meeting bringing together the community of private investors and institutions of Monaco.
This is in the “Perles de Monte-Carlo”, located on the Fontvieille dike, that KeeSystem and Privatam wished to bring together a community of investors around the theme of technology serving Wealth Management.
« We want to simplify the life of asset managers by allowing them to create their tailor-made investment products, thanks to PARity, the first independent digital platform. KeeSense the solution proposed by KeeSystem, delivers real added value through product aggregation that gives clients real-time visualization of their cash flow as well as their portfolio exposure.»Stanislas Perromat, co-founder Privatam
« The mission that KeeSystem and Privatam sets for the investor community is to amplify their knowledge of WealthTech and to see how we can solve the problems they face in the day-to-day management of their assets.»Pierre-Alexandre Rousselot, CEO KeeSystem
The complementarity of the respective technologies of Privatam and KeeSystem aims to optimize the user experience by adding an account aggregation system that provides a 360 degree view of investment portfolios.
Through this event, the common ambition of Stanislas Perromat and Pierre-Alexandre Rousselot is to strengthen the ecosystem around WealthTech in Monaco and thus promote knowledge sharing.
What is the difference between a FinTech and a Wealth
Just as FinTech combines finance and technology to optimize spendings and individual or business’s accounts management, WealthTech provides digital solutions to improve wealth management and investment (either private or professional).
Article: Joana Foglia