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Results: 125

Mirador

Mirador Mirador

United States of America
Consolidated Reporting

As an independent reporting advisor, Mirador delives 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 SupportOther Services
Centtrip

Centtrip Centtrip

United Kingdom
Accounting

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
Ethic

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
Giving Place, Inc.

Giving Place, Inc. Giving Place, Inc.

United States of America
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 AdvisoryOtherReportingResearch
WIZE by TeamWork

WIZE by TeamWork WIZE by TeamWork

Switzerland
Portfolio Management

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
Royalty Exchange

Royalty Exchange Royalty Exchange

United States of America
Exchange

Royalty Exchange is the largest, most trusted, market for royalty investing. The company offers royalty assets from all forms of intellectual property and all investment sizes.

Swimbird

Swimbird Swimbird

Sweden
Consolidated Reporting

The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio - everything in one place.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support
PandaConnect

PandaConnect PandaConnect

Denmark
Consolidated Reporting

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
Way2B1

Way2B1 Way2B1

United States of America
Governance

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
Asora

Asora Asora

Ireland
Data Aggregation

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
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Simple solutions for complex times.