Keel gives independent wealth managers, family offices and boutique investment firms one system for security analysis, portfolio construction and oversight. Every output keeps its method, inputs and assumptions, so you can show a client or a supervisor exactly how you got there.
Large private banks build their analytics in-house. A €300M wealth manager or a 12-person boutique cannot, so the work ends up in spreadsheets with no audit trail.
Valuations built by hand, one analyst at a time. Assumptions are hard to review and impossible to reuse.
Market assumptions copied from research notes; portfolios built from templates rather than each client’s goals.
Policy statements and suitability reports drift away from what the portfolio actually holds.
Attribution, manager reviews and compliance checks assembled from exports at period end.
A valuation from the Analysis Engine becomes an input to the Allocation Engine, and the portfolio it builds is what the Oversight Engine monitors and reports on.
Value a company several ways and see where the market price departs from it.
Build portfolios from each client’s goals, constraints and real tolerance for risk.
Keep every portfolio suitable, documented and explained between reviews.
Every output stores its method, inputs, assumptions, data timestamp and model version. Any run can be replayed to prove it reproduces exactly.
Open the prototypeKeel is built for firms supervised under MiFID II. AI reads filings and drafts documents; coded, versioned financial models produce every figure. Nothing is a black box.
Client profiling, policy statements, goals-based portfolios and reporting in one workflow.
Allocation across liquid and private assets, manager selection and a consolidated view.
Company analysis, screening and investment memos your investment committee can audit.
Pilot firms get early access to all three engines, help shaping the product around their workflow, and preferential pricing at launch.
The prototype runs on illustrative data so you can explore every model today.