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Results: 125

Northern Trust Family Office Technology Northern Trust Family Office Technology

United States of America
Consolidated Reporting

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

KeeSystem KeeSystem

Portfolio Management

Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.

Ability to WhitelabelBanking ProvidersCustom Development ServiceDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilitySustainabilityTransparencyVisionary Purpose

ANote Music ANote Music


ANote Music offers diversified, scalable, and flexible music investment opportunities to preserve and grow your wealth.

Vauban by Carta Vauban by Carta

United Kingdom
Fund & External Asset Manager

Vauban from Carta is the easiest way to launch your VC investments via SPVs or VC Funds - all your back office is integrated into a single platform.

Banking ProvidersFull Multi-Currency SupportMobile App

Aleta Aleta

Consolidated Reporting

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

SEI – Archway Platform℠ SEI – Archway Platform℠

United States of America
Consolidated Reporting

SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.

Ability to WhitelabelFull Multi-Currency SupportMobile App

Abbove Abbove

Consolidated Reporting

Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.

Ability to WhitelabelCustom ReportsOther Services

Performativ Performativ

Portfolio Management

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.

Ability to WhitelabelBanking ProvidersFull Multi-Currency SupportMobile App

Sensiba San Filippo LLP Sensiba San Filippo LLP

United States of America

Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.

Custom Development ServiceCustom ReportsDigital ExcellenceVisionary Purpose AdvisoryCorporate FinanceInternational FinanceManagementReportingWealth Management

Ethic Ethic

United States of America
Impact & ESG

Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

Ability to WhitelabelCustom Reports AdvisoryAsset ManagementManagementMeasurementReportingResearch
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