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Results: 30

Total Family Management Total Family Management

United States of America
Governance

TFM provides scalable family governance solutions, combining expert coaching with innovative software for a tailored virtual coaching experience for families.

Governance

Atalaya Atalaya

Spain
Data Aggregation, Governance, Portfolio Management, Real estate

Atalaya empowers family offices with data and technology for wealth structuring.

Ability to Whitelabel

Giving Place, Inc. Giving Place, Inc.

United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management, Technology provider

Giving Place is the first-ever software solution for optimizing all forms of charitable giving for major donors and their families.

Custom ReportsOther ServicesTransparencyVisionary Purpose AdvisoryAsset ManagementCorporate FinanceFundGovernanceManagementNon-Financial AdvisoryReportingResearch

Aleta Aleta

Denmark
Accounting, Compliance, Consolidated Reporting, Data, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.

Asset ManagementReportingWealth Management

Asora Asora

Ireland
Consolidated Reporting, Data, Data Aggregation, Governance, Portfolio Management

Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on demand reporting on web and mobile.

Ability to WhitelabelDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilityVisionary Purpose

Northern Trust Family Office Technology Northern Trust Family Office Technology

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading

Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

Way2B1 Way2B1

United States of America
Accounting, Governance, Impact & ESG, Real estate

Our mission is to enable Family Offices to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other.

Mobile App

SS&C Family Office Services SS&C Family Office Services

United States of America
Accounting, Client Portal, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management

SS&C Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

PandaConnect PandaConnect

Denmark
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management

PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Orca Orca

Switzerland
Compliance, Consolidated Reporting, Data Aggregation, Governance

Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.

Ability to Whitelabel

Masttro Masttro

United States of America
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management

Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Hemonto Hemonto

Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Eton Solutions Eton Solutions

United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management

Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

Altoo Altoo

Switzerland
Consolidated Reporting, Data Aggregation, Governance, Risk Management

The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportMobile App

WIZE by TeamWork WIZE by TeamWork

Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Addepar Addepar

United States of America
Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

DiliTrust

France
Governance

DiliTrust provides solutions and services for family offices' critical legal activities and corporate governance.

Cascade

Luxembourg
Governance

Cascade is a software company that provides administrative, compliance, audit, and governance solutions.

SideDrawer

Canada
Governance

SideDrawer develops an online life planning platform intended to organise and share personal and family information and important contacts related to banking, investing and estate.

FutureVault

Canada
Governance

FutureVault is a digital vault and secure document exchange solution helping institutions and firms digitise their business, transform document handling, and improve the digital client experience.

Entole

United States of America
Compliance, Governance

Entole is a modular command centre that centralises and simplifies all private capital functions.

CommunicationGovernanceReporting

Centtrip

United Kingdom
Accounting, Consolidated Reporting, Governance, Trading

Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Staac Escali

Norway
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Trusted Family

Belgium
Governance

Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform.

Ability to WhitelabelCustom ReportsMobile AppOther Services

QPLIX GmbH

Germany
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

iPaladin

United States of America
Compliance, CRM, Governance, Risk Management

iPaladin’s Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office.

Ability to WhitelabelCustom Development ServiceCustom ReportsOther Services

FA Solutions

Finland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management, Trading

FA Platform is a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere and on any device.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Diligent

United States of America
Governance, Portfolio Management

Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.

Betterment

United States of America
Consolidated Reporting, CRM, Governance

Betterment is built to help you make the most of your money—today, tomorrow, and beyond.

Diligend

United States of America
CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management

Streamlining fund due diligence and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.

Ability to WhitelabelMobile App
Simple solutions for complex times.